Our Services

 

Tax Preparation

Tired of waiting in line to get your taxes done with the big name tax prep companies? Want to know how much it will cost to get your tax returns filed BEFORE its done?? We have you covered! During your intake tax appointment we'll discuss your tax preparation needs: individual/family, small businesses, partnerships, or corporations, federal and state. Then we'll walkthrough our intake form with you to ensure we have a good understanding of your situation. During this process we'll also discuss any additional documents needed, turn around time for your tax return(s) and pricing. As an authorized IRS e-file provider, your taxes will be filed securely and quickly.


Tax Controversy

We'll talk about any tax issues that are keeping you up at night federal, state, or local and our best strategies to solve them. Our goal is to relieve you of any stress associated with your tax burdens. If after our discussion we don't seem to be a good fit, we'll do our very best to refer you to another firm that we feel might be of better service to you.


Spring Cleaning/Bookkeeping

Your books are a little out of order... we get it. Accounting/bookkeeping is not your favorite thing to do in your spare time. Here's where we come in.. we'll clean up your books and organize it in a neat little package to get you back on track. Then we'll discuss solutions you can implement to ensure you never get off track again. This service is for Quickbooks Online (QBO) only.
 

Quarterly Business Review

Let's discuss what your plans are for the upcoming quarter and year and find the best possible tax saving strategies to accomplish them. We'll make sure you are on track with your quarterly taxes and set up a budget for your business and help you stick to it. Our mission is to make sure you never feel alone in making some of the most important decisions when it comes to your business. 


Business Strategy

Taxes are an important aspect of any business, but it is extremely important when it comes to starting a new business. The business structure you choose can have a big affect on your bottom line when it comes time to pay taxes. We'll discuss your vision and goals to determine the best structure and then start the process of filing all documents with federal, state and local authorities to ensure all your bases are covered and you are up and running in no time.