Income TaxBusiness Consulting & ValuationLLC Set-UpBookkeeping & PayrollSenior Financial Services Your Local Solution.

We are your local solution for income tax, business consulting and valuation,  LLC set-up, bookkeeping and payroll and senior financial services.

Think accountants just do taxes?
Think again.

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2019 Individual Tax Engagement Letter

What Can We Do For You?

Whether you’re an entrepreneur, a small business or an individual, we get you. We get that accounting and taxes can be a cause of stress or frustration or just plain “I don’t have time to do it myself.” And honestly, that is one of our favorite things about what we do—taking care of it all, so you have peace of mind. Our clients benefit from our commitment to exceptional quality, our passion for people and our ability to plan ahead.

Individual Tax Preparation & Filing

Don’t know a standard deduction from a personal exemption? Let us handle preparing and filing your taxes. (And save you a lot of worry along the way.)

Corporate & Partnership Taxes

S Corporation, C Corporation, Partnerships, Trusts & Non-Profit Returns

Bookkeeping

We offer full-service bookkeeping, full-service payroll and sales tax. We are QuickBooks Pro certified, and offer training for you.

New Business Consulting

We understand the needs of a small business, because we are one too. We will suggest the best business structure and set up your LLC or corporation, including all tax id numbers and more. 

Payroll

Let us process your payroll, set up direct deposit and remit all relevant taxes—we are much easier to work with than the 1-800-who-is-doing-your-payroll-now.

Business Valuation

Whether you’re thinking of selling your business, getting divorced, or need to know its value for a loan application, partnership agreement or other reason, we can help (and we are one of the only local firms who are certified to do so). 

55+ Financial & Personal Bookkeeping Services

We’ll make sure no accounts are forgotten or lost, that nothing falls through the cracks or your loved ones don’t fall victim to scammers (which, sadly, is a very real problem).   

Other Accounting Services

Have a need and don’t see it on our site? Drop us a note and we will get you taken care of.

Our company by the numbers. (What can we say, we love numbers.)

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Are you ready? April 15 will be here soon! Call us now to make sure you file on time.
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