We provide accounting services and tax advice to help your business the entire year!
Small Business Accounting Services
We help you keep your books up to date and reconciled. With accurate data, we can help you budget and project business cash flow.
- QuickBooks set up and training
- Bookkeeping services
- Review and analysis of financial reports
- Cash flow projections
Tax Advice and Proactive Tax Planning
Wondering how to minimize your taxes, legally?
With our tax analysis and planning tools, we can help you create a plan and minimize your tax liability with plenty of time before the year is over. We don’t just meet with you once a year for tax preparation, we have conversations with you throughout the year to monitor the financial health of your business and to help you make better decisions.
- Sole-proprietorship, LLC or Corporation
- Maximize itemized deductions
- Maximize business deductions
- Smart retirement plans
- Health insurance through your business
- Tax strategies for different points in your life
- Retirement strategies for business owners
- Real estate strategies
Tax Preparation & Compliance
After helping your create a personalized, comprehensive tax plan, we will prepare and file your state and federal tax returns.
- Individual tax returns
- Business tax returns
- Sole-proprietorship taxes
- LLC taxes
- S-corporation taxes
- C-corporation taxes
- Strategies to maximize your deductions
- Market-leading tax preparation software
90% of our clients meet with their Advisor regularly either monthly or quarterly, depending on your needs. We want to help you succeed.
- Review and analyze financial reports
- Update cash flow and financial projection
- Make recommendations on your plans
- Customized cash flow projection and profitability tools
Does your accounting not make sense? Wondering if there is a better or easier way to use QuickBooks?
We’ve trained thousands of business owners across the United States on accounting best practices and QuickBooks software.
- QuickBooks ProAdvisor certified
- Custom set up for your industry
- Custom chart of accounts
- QuickBooks training for you or your staff
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