Customized, professional, and timely services with up-front, flat-fee pricing. We’re completely committed to helping you succeed.
We get to know your business and your needs. We discuss the services that will help you, and provide an engagement proposal with up-front, flat-fee pricing. You pay a fee for your accounting, payroll, and sales tax – based on volume and complexity. And we can also bundle the fee for preparing your business tax return and individual stakeholder tax returns as well. Our goal is to provide more consistent cash flow predictability and greater satisfaction for you.
We handle your bookkeeping, accounting, payroll, tax and other compliance needs. To learn more about our full-service bookkeeping, payroll processing and tax filings, sales tax, financial statements, and setup and training of cloud-based accounting and payroll software, click the link below.
We provide proactive, comprehensive services including tax planning, preparation, filing, and resolving IRS problems. To learn more about our tax planning, preparation and filing for businesses, individuals and estates/trusts, as well as our representation and resolution of IRS or other taxing authority problems, click the link below.
We collaborate to develop a well-thought-out, personalized plan to achieve the financial goals you have for yourself or your business. To learn more about our process as well as our services, including investment management, retirement planning, IRA rollovers, college planning, and life insurance, click the link below.
Our consulting and business planning services help you improve processes and address growth opportunities. To learn more about our services regarding entity selection, mergers and acquisitions, and starting, buying, selling, remaking, expanding, or closing a business, click the link below.