Our firm is dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
We build strategies, systems, and structures to help clients:
Financial Consulting: Bookkeeping • Bank Reconciliation • Financial Statement Preparation • QuickBooks Services • Individual Consultation
Payroll: Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services
Tax: Tax Preparation • Tax Planning • Creative Solutions to Tax Problems
Non-Profit: Asset Classification Tracking • Donation Management • Grant Reporting • Registration for Tax-Exempt Status • Annual Filing
Advisory Services: New Business Formation • Business Valuation • Internal Controls • Personal Financial Planning