Services
A fixed price agreement will be provided to you for approval before each engagement.
Tax Returns
Individual, corporate, partnership, trust, 1099s, business property listings, etc. - We will take care of all of your tax compliance needs by preparing accurate and timely tax returns.
Tax Projection/Planning
We will have a proactive meeting to gather information and discuss specific concerns related the upcoming tax year. We will then project your upcoming tax liability so you know what to expect. We will provide ways to decrease your tax burden and how to implement each recommendation. Finally, we will also provide related cash flow expectations.
Business
We can help determine which tax structure is best for you. We can help set-up, maintain, and/or cleanup your books and specialize in Quickbooks accounting software. We can help reconcile your bank and credit card accounts monthly, quarterly, or annually.
See if we can help:
Consulting
Whether you are thinking about selling your business, or you want to set up a 529 plan for your kids, an impact on your taxes is likely. For these uncommon transactions, we will calculate the tax impact so you can make the best decision.