working to get you places
Enjoying life as you choose
Creating premium value for your business
Protecting you, your family and your business
Being Financially Sound
Staying Alive and Keeping out of tax trouble
Tax Services to minimize overall
(as much as legally possible)
Income Taxes
- Preparation of personal and business income tax returns
- Annual tax planning to manage your current tax situation and plan for cash needs
- Creation, implementation of a customized tax strategy to reach your goals
Accounting & Finance Services, to manage the business and your personal life
- Bookkeeping services - daily, monthly, quarterly and annually
- Year-end closing of the financial records done with every business tax return
- Payroll services for the small quirky businesses still managing cash flow
- QuickBooks setup and training - online, desktop and enterprise
- Financial statement setup and reorganization, dashboard tools
Value added services, to make the most of it
- Strategy meetings - monthly, quarterly or annually
- Financial statement analysis - monthly quarterly or annually
- Cash flow tools - breakeven worksheet, projections
Other Taxes
- Sales & Use tax setup, determination, tax filing, setting up accounting to automate calculation, resolution of a sales tax audit
- Payroll taxes and independent contractor reporting, payroll setup, payroll processing, year end
- Preparation of personal property taxes
Using a team approach we apply our tax, accounting and financial knowledge, along with our skills and experience to help the owners live life their way. Our staff is small and personable.
