Comprehensive Tax Account Services & Pricing

Tax Preparation & Planning

Effective tax preparation and planning can help you 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 impact you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

Notary Public

A notary public can help you to manage various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Management Advisory Services

As a Certified Lean Six Sigma Black Belt we focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in strategic planning and rapid improvement events. Contact our office to learn about the full range of services we provide.

Bookkeeping Services

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.

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Bookkeeping Services for Small Businesses

• Accounts payable (entry, bill paying)

• Accounts receivable (entry, invoicing, deposits, collection)

• Bank Reconciliations

• Inventory management

• Bookkeeping clean up

• General ledger

• Tax forms (1099s, 1096)

• Payroll processing

• Outsourced bookkeeping

CFO Services

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

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When you use our CFO services, here’s what we do for you: 

• Prepare monthly, quarterly, or annual financial statements

• Financial forecasting

• Accounts payable and receivable

• Provide guidance for increasing cash flow and improving profitability in support of future financial goals

• Strategic tax planning

• Tax compliance (sales use and payroll taxes)

• Set up an accounting system and controls