Square Logo

about us

Thank you for visiting our website.

A little about us... We are a full service tax and accounting solution for the small business owner and startup company. We provide excellent service, are attentive to our client relationships, and act with integrity in our work.

Please find more details regarding our services below.

We would be honored to be your trusted business partner.

About Us Picture

Tax Return Preparation & Planning

Tax planning and preparation form a winning combination for our business and individual clients. We make the process easy, keep you in compliance and develop tax strategies to limit your tax exposure.

We prepare tax returns for Individuals, Partnerships, LLCs, C-Corporations and S-Corporations.

Tax 1

Sales & Use Tax Services

Many of our clients are responsible for collecting and submitting sales and/or use taxes in many different locations. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax 2

Other Tax Services

Business Property Statements, Foreign Bank Account Reporting, Resident & Non-Resident Withholding, 1099s

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services. *Note, we do not offer a la carte consulting services. Consulting services are available to clients who have engaged our firm for ongoing tax and accounting services.

  • Entity Selection

  • software selection & implementation

  • External CFO Service

  • Financial & Retirement Decisions

  • Estate, Trust, & Gift Planning

  • Personal Money Management

  • Budgeting & Bill Pay

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of accounting services including the following:

  • Bookkeeping (Monthly/Quarterly/Annually)

  • Quarterly/Annual Accounting Close

  • Compiled & Signed Financial Statements

  • Accounting System Setup For New Businesses