SERVICES FOR INDIVIDUALS
Recording, classifying, and organizing your businesses financial transactions including purchase orders, receipts, invoices, and the like to keep the overview of your business up-to-date.
Assessment of your financial situation to implement strategies that minimize your tax liability. Thoughtful and proactive planning with changes to your financial situation in mind.
Federal, state, and sales tax preparation services for individuals and small businesses entities (sole proprietor, LLC, and S Corp.). Form completion for tax exempt entities available as well.