Services

Services

Simplify your financial life with our expert services. For over 40 years, we’ve provided unique, individualized financial solutions, understanding that every situation is different. We take the complexity out of managing your finances, offering a comprehensive suite of services designed to help you achieve your financial goals. From meticulous tax preparation and proactive tax planning strategies to navigating the complexities of IRS debt resolution and providing insightful business consulting, we’re here to guide you every step of the way. Our decades of experience mean we’ve seen it all, and we’re ready to put that expertise to work for you.

Services

Tax reporting

Starting at $400

We complete tax reporting for individuals or companies. Corporate taxes are based on many different factors. We can provide a minimum and maximum amount after having a close look at your financials. We also assist with any other tax filings such as amendments, etc.

Business Consulting

TBD

This service includes a full review and analysis of your company’s financials and procedures. We will prepare a step-by-step guide to a business start-up or complete a full Financial Analysis of your company. We will answer any financial questions you have. Our consulting services are provided as a complimentary service to anyone with an annual contract.


Bookkeeping

TBD

The service includes the systematic recording, classifying, and summarizing of financial transactions. It provides a clear and organized view of a business’s financial health

Tax Planning

$199

We also offer a Semi-Annual Tax Review. This is a way we have derived to help our customers save money, by looking at your financials mid-year, we are able to recommend ways to reduce tax costs and prepare for year-end.

Financial Reporting

TBD

The service is essential for businesses of all sizes. We provide a comprehensive overview of a company’s financial health, allowing stakeholders to make informed decisions.

•Reconciliation and update of all bank and credit card accounts.

•Reconciliation of Inventory

•Preparation of required Financial Statements

•Employer Tax Deposits

Construction Project Financial Management

TBD

We will provide the financial record-keeping back-office functions necessary to coordinate the construction phase of the project.


Other Services

IRS Debt

Struggling with IRS debt? We can help! Explore options like payment plans, offers in compromise, and potential eligibility for hardship programs. Get expert guidance to navigate your tax situation and find a solution that works for you.

DIY Partnership Agreement

While it’s always recommended to consult with an attorney, here’s a basic outline of what a DIY Partnership Agreement entails

DIY Webinars

Unlock the secrets to financial freedom! Covering many topics like starting your business, saving for a home to planning for retirement. Set and reach your financial objectives at your own pace! Learn practical tips and strategies to manage your money effectively.

Coming Soon

Schedule a consultation with a qualified financial advisor today. By working with a professional, you can gain peace of mind knowing that your financial future is secure.