Our Services
Tax Planning and Preparation
Tax preparers have an important job that requires trust. Because of the changing tax laws, approximately 60% of taxpayers seek outside assistance. Although many assume the assistance is solely for filing taxes, being proactive, and developing a tax strategy upfront is critical. Our goal is to not only know your numbers but to know YOU and how the numbers reflect your goals, dreams, and challenges you may be facing.
We can help with the following:
Business formation & Entity planning
Individual & Business tax return preparation
IRS problems
State Tax return preparation (All States)
Prior year returns
Online portal for payment, doc storage/delivery & e-signature.
Estimated tax liability and year-end planning
Financial Guidance and Coaching
Today’s economic environment brings challenges. However, along with challenges come opportunities and potential rewards. We work closely with each client to first understand your current financial needs. Second, we evaluate our options that best fit YOU, and finally we put a plan in place to build a solid financial foundation for your future.
Improve credit score
Budgeting
Saving
Eliminating debt
Planning for a home purchase
Personal Financial report and net worth
Financial accountability
Bookkeeping & Payroll
We know that bookkeeping and payroll are two important functions of every business. Bookkeeping allows you to make timely strategic decisions and payroll honors your employees by making sure all filings are handled correctly.
We can help with the following:
QuickBooks Accounting (Desktop or Online)
Bank Reconciliations
Profit and Loss Statements
Accounts Payable(Bill Pay) & Accounts Receivable
Payroll – Live and/or After the fact (any payroll schedule)
Insurance – WC/GL reports and audits
Outsourced CFO and/or Human Resource Dept.
Quarterly and Year End Payroll Reporting (Federal and all states)
Charitable giving statements
Wealth Management
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
TSP/403b/401k rollovers
Retirement plans
IRAs (SEP, SIMPLE, ROTH and Traditional)
Money management and investing
Stocks, Bonds, ETFS, and Mutual funds
Retirement planning
Insurance planning
Estate planning