Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Awesome Monthly Tax & Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

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Consulting Services

Incredible QBO Application Integrations

We got your back.  We have the right software to cover you.  Included in your monthly investment is QuickBooks Online Plus, QuickBooks Full Service Payroll, QuickBooks Merchant Service, T-Sheets, Bill.com, Fundbox and Expensify.

The most useful time savings, value added profit multiplier applications on the planet, all at your fingertips.

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Tax Services

Superior Tax Planning & Preparation

We want to assure you, your family and your business that your taxes are done to reflect the least legal amount of tax possible.

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Adding value to you, your family and business is our top priority. 

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We are a Firm of the Future!