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Tax Planning and PreparationTax Planning and Preparation
This is our sweet spot! A combined 50 years of experience as professionals in the tax preparation business allows us to prepare your tax returns effectively, timely, and with the lowest possible tax liability. What some call “gray areas” are SOP in our office.

Quickbooks TrainingQuickbooks Training
Quickbooks has become widely used in the small business bookkeeping environment. We use it extensively and can show you how to use it fully.

New Business Start-up AdvisoryNew Business Start-up Advisory

Much of what is needed to produce good tax results starts and ends with the choice of entity. We explain the advantages of the choice of entity in clear language, including LLC’s, sole proprietorships, partnerships, C-Corporations, and S-Corporations. And we assist in forming those entities by making the required tax-elections.

Personal Financial AdvisoryPersonal Financial Advisory
We help you understand how much a family will need at retirement and how much needs to be saved in order to do so. Principles of budgeting and investing are employed to bring clarity to the process.

Retirement Plan ConsultingRetirement Plan Consulting

Individual Retirement Plans, ROTH IRA’s, SEP’s, and 401K’s are all explained, including their tax impact and contribution limits.

We offer this service at several points of the bookkeeping cycle, including bill-paying, accounts receivable, payroll, bank reconciliations, and financial statement preparation. Keeping a clean set of books helps you manage your business, gives your banker the information needed to make loan commitments, and provides your accountant the information needed for tax planning.

Payroll ProcessingPayroll Processing

Remove the headaches and details of the payroll process from your desk and have us do it for you. There are a lot of penalties associated with payroll tax deposits and reporting that are eliminated when we do your payroll.
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