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Your financial future is worth more than you think.

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Tax Preparation
& Tax Planning

As a boutique firm, we offer on-time and personal services to our clients, both big and small. Tax preparation and planning can help you to minimize current and future tax liability. We help you to proactively manage your personal and business tax situation. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business. We are constantly identifying new ways to reduce federal, state, or local tax liabilities.

Clients served:

  • Individuals

  • Small businesses

  • Small nonprofits

  • Certain trusts and estates

  • Ex-pats

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Bookkeeping

There are many ways businesses can choose to track their income and expenses. For many small businesses tracking via a spreadsheet is enough, but it does not give you real-time results that can be used to help your business grow or pinpoint areas where you are overspending; this is where we come in. Bookkeeping, or the process of recording your company’s financial transactions into organized accounts, will help to keep transaction records updated and help you to generate accurate financial reports so you can measure business performance. With well-managed bookkeeping, your business can closely monitor its financial capabilities and journey toward heightened profits, breakthrough growth, and deserved success.

Services offered:

  • Fixed fee monthly bookkeeping

  • Hourly monthly bookkeeping

  • Hourly quarterly bookkeeping

  • Bookkeeping setup

  • Bookkeeping clean-up

  • Bookkeeping review

  • Bill pay

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We offer trust accounting for certain clients and do not offer nonprofit bookkeeping.

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Consulting & Coaching

Sometimes clients need services beyond tax preparation, planning, and bookkeeping; this is where our consulting and coaching services come into play. We also provide business analysis services to help advise growing businesses. Whether you need additional administrative services to help your business be more effective or established or looking for financial advice to get your personal finances in order, we are here to help. 

 

If you need help with something we do not offer, we work with other professionals and are happy to refer you to a service provider who can better assist you.

Services offered:

  • Money management/business budget creation​

  • Money management/individual budget creation

  • Business advisory

  • IRS or state tax notice responses

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Our philosophy

Our clients are the main reason we are in business, and we want to create lasting relationships with them. We are proud of the high quality and personal service we offer, which is why we have an excellent client retention rate, and most of our new clients are referrals from existing clients. As a thank you to clients who offer referrals, we send them a gift card of their choice or donate to a charity on their behalf. We also offer a small discount for clients who leave us reviews, but the best compliment is a referral to a family member, friend, or colleague. 

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