Services

Individual tax preparation service:

We will meet with you and assess your tax situation, obtain the needed tax information and prepare your federal and state income tax returns correctly, in a timely manner, for a reasonable price.

Business accounting and tax service we will:

• Reconcile your bank accounts
• Clean up your general ledger  
• Prepare monthly, quarterly or annual financial statements
• Help you with or prepare your payroll and file all payroll tax reports
• Set up your business in QuickBooks and train your personnel in its use
• Prepare your corporate, partnership or LLC business tax return
• Provide any compilation, review or audit services that you might need
• Offer consulting services at any time to help you achieve your financial goals 

Other services we will offer:

• Represent you with the IRS or state taxing authority
• Assist you with estate planning and estate/trust tax preparation
• Assist you with entity selection and formation of that entity
• Assist you with financing a new home or refinancing an existing home