Our Services

Our all-in-one, concierge approach brings every aspect of your financial and tax service needs under one roof.

Business Reporting & Analysis

With over a decade of extensive tax preparation experience, we are able to ensure that our year-long efforts invested in your bookkeeping and planning culminate in a data-correct and result-intended tax return.

We aim for accuracy and precision, so that tax notices and audits are a non-issue.

It all starts with accurate bookkeeping.

Business analysis, tax planning, compliance, and financial planning all depend on each transaction being correct and useable.

Bookkeeping

Tax Planning

With accurate, timely data comes the ability to truly know your business and make adjustments.

Am I pricing correctly?
Is my marketing campaign working?
Do I have the ability to expand?
Can I afford another employee?
Why does my cash not align with my profit?

Only knowing the data can help answer these questions and result in an action plan.

Tax planning allows us to effectively manage your tax burden by recommending legal, low/no risk tactics for paying only what you owe. We specialize in bringing you the ideas and allowing you to make the final call on the particular actions to take.

In addition, we effectively help you manager quarterly tax estimates and can typically provide accurate projections of what your tax liability will look like six months or more before tax filing.

Tax Preparation

Financial Planning

For the small business owner, your business and personal financial goals work hand in hand.

We specialize in seeing the big picture, and helping you look down the road to meeting both your short-term, long-term, and, ultimately, retirement time goals.

Other Services

• Tax Credits

• Retirement Plan Options

• Business Entity Selection

• EIN Registration

• LLC Registrations

• S-Corp Conversion/Analysis

• S-Corp Reasonable Comp Analysis

• Tax Resolution