Services

 We love to get out and visit our   customers, to see what they do, what   they feel, what they love ... that is 
 true customer service . 
 Tax Preparation
 
We offer a full range of tax preparation services including Small Business & Corporate tax, Individual Tax, and Trust & Estate taxes. 

           

  • Business tax return preparation

  • Individual tax return preparation

  • Estate tax return preparation

  • Trust tax return preparation

  • Tax compliance 

  • Tax services for U.S. citizens abroad

  • Sales and payroll tax return preparation

 Accounting  

 

We offer a wide range of accounting and bookkeeping services from payroll, sales tax, bank reconciliation, QuickBooks set-up, and training, to monthly, quarterly and annual financial statement preparation. We want to help you stay focused on running your company. 

 

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  • Monthly, quarterly, and annual financial reporting statements

  • QuickBooks set up and training

  • General business consulting

  • Business management

  • Business start-up consulting

  • Budgeting and forecasting

  • Accounts payable/receivable

  • Payroll & Sales Tax

  • Employee benefits consulting

  • General ledger review

  • General ledger accounting 

  • Account reconciliations

  • Fixed asset management

 Planning  
 
Whether you are planning for taxes, college, or retirement, we are there to help you achieve your goals!
                                 
  • Business tax planning

  • Personal income tax planning

  • Tax services for U.S. citizens abroad

  • Income tax planning and consulting

  • Education planning

  • Zero-based budgeting

  • Business consulting & planning

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