• Our Services

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    Our goal

    is to provide

    business owners and individuals

    with the time to concentrate

    on what they do

    BEST!

     

     

    Our specialty is tax return preparation and planning.

    Our desire is to empower our clients with tax savings while simplifying their tax compliance.

     

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    Most small businesses

    also need bookkeeping

    and they need it done right.

    To accomplish that goal,

    in addition to

    our tax services,

    we offer accounting services too,

    including:

    • Bank account and credit card account reconciliations
    • Historical accounting cleanup
    • Preparation of Financial Statements
    • Family Net Worth Statements
    • Benchmarking
    • Budgeting
    • Quarterly and Annual Payroll Reports
    • Sales/Use Tax Returns
    • Occupational License Tax Returns
    • Personal Property Tax Returns
    • Tax Debt Resolution

     

    We are QuickBooks® ProAdvisors

  • Family Net Worth Statements

    New service begining in 2025

    Your net worth or financial statement is the difference between what you own and what you owe. It measures the financial well-being of your family. We are pleased to now offer family net worth statement preparation. It will help determine your progress toward a financial goal, provide a record of the value of your assets, help evaluate your investments, assess savings and insurance needs, and help spot trouble areas if your net worth is declining.

    An accurate net worth statement is useful for comparing your financial position from one year to the next. We will prepare your family’s net worth statement at the same time each year, when you complete your income tax filing. In this way, you can tell if your financial position is increasing or decreasing. If you have one or more retirement plans, are a homeowner, have personal savings or investments, or own a business, you may be surprised at how much you have!