Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Tax Service Packages:

Businesses:

Deluxe – (Revenue up to $49k)                     495

Premier – (Revenue up to $99k)                    695

Executive – (Revenue up to $500k +)            895

Individuals:

Basic – W-2 Employee                                       395

Gold – 1099/Sole Proprietor                            495

Platinum – Stocks/Bonds/Rentals                   595

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Accounting/Recordkeeping

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Accounting/Recordkeeping:

QuickBooks Online Set- Up/Training         299 one-time fee

QuickBooks w/ monthly assistance           499/month

QuickBooks w/ quarterly assistance          699/quarter

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Financial Coaching

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Financial Coaching Programs:

Leaving Money Legacy            6 months – 8 sessions         599

Maintain Your Money             3 months – 6 sessions         499

Get Control of Your Money    1 months – 4 sessions         359

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Call today to schedule an appointment!