Services

 
 

Everyone’s situation is different and so are their needs. You may see benefit from one or more of the services listed below, either now or in the future. All fees are determined based on your specific needs and will be quoted once we have had an initial conversation to assess if it is a good fit. All fees are determined up front, so you don’t get a surprise bill based on hours.

 

TAX

  • Individual Tax Returns

  • Business Tax Returns

  • Multi-State Tax Returns

  • Property Tax Returns

  • Quarterly Estimated Tax Calculations

  • Tax Planning & Strategy Consultations

aCCOUNTING

  • Monthly or Quarterly Bookkeeping

  • Account Reconciliations

  • 1099 Preparation

  • QuickBooks Online Help

  • Chart of Accounts Help

CONSULTING

  • New Business Setup

  • Reasonable Compensation

  • Maximizing Deductions and The Rules

  • Retirement Tax Planning

  • College Funding

  • Charitable Giving Strategies