Services

 
 

Depending on your individual and business needs, you may benefit from one or more of the services listed below at various times. All fees are dependent on your personalized needs and will be quoted after our initial conversation to determine if it is good fit for all parties.

 

Tax Services

  • Individual Tax Returns

  • Business Tax Returns

  • Quarterly Estimate Calculations

  • Tax Planning and Strategy Consultations

 

Bookkeeping Services

  • Outsourced Accounting

  • Monthly or Quarterly Bookkeeping

  • Chart of Accounts Design

  • QuickBooks Training

Consulting Services

  • New Business Consultations

  • Understanding Your Financial Statements

  • Maximizing Your Deductions and Substantiation Requirements

  • Retirement Planning

  • College Funding

  • Charitable Giving Strategies