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Tax Service:

Income Tax Preparation and Planning

Year Round Availablity

Sales & Business Taxes

Assistance with IRS matters

Financial Planning and Budgeting:

Review and assessment of retirement, investment portfolio, and personal finances

Develop realistic strategies for short and long term financial goals

Accounting & Audit Services:

Monthly, quarterly, or as needed accounting review, reconciliations, adjustments, tax filings, and financial reports

Financial Reporting for Board of Directors, investors, funders, management, owners, or outside auditors

Representation of client with outside auditors

Independant audits of business segments and internal controls

Establish, develop and oversee the sound financial practices and

accounting procedures of enities not positioned to add in-house management

Monthly bookkeeping for smaller business & individuals

Payroll calculations and reporting for smaller businesses

Quickbooks set up, clean up, training and support

Entity Formation & Dissolution