Since 2011, we have been providing financial services to individuals and companies. We focus primarily on tax preparation or businesses that need short-term help with bookkeeping; we also offer ongoing consulting services.
Bookkeeping and tax returns can be very scary for some people, and we believe in bridging the gap and empowering our clients to take over their books (if that is something they want to do). For clients who are new to business or accounting, we recommend and set up accounting software, train on how to do payroll through QuickBooks, train on how to record transactions, and create templates and instruction pdfs. For long-term bookkeeping clients, we offer monthly, quarterly, or annual bookkeeping services.
Tax and accounting laws can be confusing and are continually changing. You are busy running a business, having a life, or have no desire to stay current on new regulations and legislation. That is where we come in, by keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that reduce or eliminate both your current and future tax liabilities.
We provide our clients with the expertise and knowledge that they deserve throughout the year.