Our Services

Individual Tax Preparation

We offer tax preparation service to all types of clients. We maintain a high level of tax knowledge so we can complete the simplest of returns to the very complex. We commit to completing your return in a timely manner and providing clear communication when answering questions. We will also get back to you quickly when you communicate with us. A free consultation to get to know us is always included.

Business Tax Preparation

Each business is different so we tailor our tax preparation to the business’ needs. In general, we can provide tax preparation for Sole Proprietors, Corporations and Partnerships. If needed, we also offer ongoing support through the Financial Consulting part of our business.

Financial Consulting

Personal
We offer an unbiased look at your financial situation and help you figure out what options are best for you. We do not sell ANY products and do not get ANY referral fees from services we recommend. If you do not know where to turn for good financial guidance we can help.

Business
We offer tailored business consulting services. A free initial meeting is the best way to see if we are a fit your business, as we offer a wide range of consulting services. Some examples of the services we offer are below but can be customized depending on the needs of each business.

  • Financial Analysis- We look at profit margins, the financial health of your business and run future investment scenarios among other financial considerations.
  • Full scale business consulting- We bring in a team of people to consult on the company’s finances, operations, strategic planning as well as sales and marketing. Each person assigned to you is an expert in their field and can offer extensive knowledge from years of experience in their discipline.