Our Services

 
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Accounting

On-going accounting support and financial maintenance throughout the year can be incredibly efficient and cost effective. By keeping track of the financials regularly and seeking accounting review and support, a company can save a great amount of time and money at year-end for tax time. Tax preparation services cost less money for businesses with books that have been routinely cleaned up throughout the year.

Do you need assistance with keeping your financials in order on a regular basis?

Our accounting consulting services are tailored to the client's needs. We offer accounting and record-keeping services monthly, quarterly, annually, and on an as-needed basis according to the client's preference. We also perform period-end financial reporting and financial statement compilation on a monthly, quarterly, and annual basis. While we are open to any accounting software, we recommend QuickBooks Online and Xero to our clients for day-to-day accounting. Please reach out to us about software training and special offers and discounts available.

Business

Our wide array of business consulting services covers any administrative or management needs our clients may have. This can include but is not limited to staffing, business formation processes, policies and procedures implementation, business structure planning and analysis, budgeting/forecasting, and startup business consulting. For our clients who do not have a system in place or are desiring a change, we can also help implement new accounting software.

Do you need one of these business services or have questions about a service not listed above?

Please reach out to us and we can cater business advisory services to your individual needs.

Taxation

Are you looking for a CPA who answers the phone when you have a question (big or small) and will respond quickly to emails?

Tax season can be very intimidating and frustrating. We pride ourselves in our strong communication skills to help ease the stress taxes can cause for our clients. We stand by our clients every step of the way and makes ourselves available for ongoing assistance.

Our taxation services provided include federal, state, and local tax return preparation for individuals and all forms of business. Aside from tax compliance practices, we also conduct research into specific tax situations for our clients as such instances arise and assist them in proper tax compliance based on that information. Our consulting services don't stop once the tax returns are filed. We offer tax planning for all our clients to assist them in making the most advantageous and cost-saving decisions for their enterprises well in advance of tax deadlines.

  • Financial statement preparation

  • Period-end financial reporting

  • Implementation of accounting systems

  • Budgeting and forecasting

  • Ongoing accounting support

  • Business start-up consulting

  • Business management

  • General business consulting

  • Organizational structure

  • Policy implementation

  • Federal, state, and local tax preparation

  • Tax compliance for individuals

  • Tax compliance for businesses

  • Tax planning and consulting

  • Tax research

Our Clients