Contact us now to discuss how we can help you take control of your business. We’re looking forward to working with you!
Contact us now to discuss how we can help you take control of your business. We’re looking forward to working with you!
We specialize in working with owners of closely held businesses. We assist the business owners with their business tax returns and bookkeeping as well as their individual tax returns (1040’s).
We generally do not prepare individual 1040’s that have no flow-through income or sole proprietorship (Schedule C) or rental activities (Schedule E).
We do not provide bookkeeping work for those who prefer to self-prepare their tax returns. Instead, we offer the entire package consisting of bookkeeping, consulting, and tax return preparation as a unit.
We believe that by keeping this package deal together, the quality and value of our services are maximized.
After years of experience with multiple bookkeeping software options, we have settled on QuickBooks Online as our exclusive bookkeeping software.
QuickBooks Online allows CPA’s and business owners alike to benefit from a cloud-based environment. We are able to transition your bookkeeping to QuickBooks Online as part of our services offered.
We offer monthly services with a fixed fee as well as ad hoc services at an hourly rate. Please contact us if you would like to know more.
We are available to meet in person, but we have found that many business owners prefer to correspond via email and scheduled phone calls. We are flexible and are happy to work with your needs!