Our Services
What we offer
Financial Statements
My firm provides CPA-prepared and CPA compilations in line with many small business requirements for bank financing. Balance sheets and income statements are reviewed with clients monthly or quarterly as requested to ensure maximum understanding of reported operations.
Business and Personal Tax Return Preparation and filing
Whether the 1120S, 1065, or 1040, my firm stays up to date with ever-changing tax laws to provide you with the most accurate advice for planning purposes. Estimated tax advice is also provided for self-employed individuals to ensure you are not surprised during filing season
Consulting Services
Whether it’s general ledger cleanup, the re-creation of financial statements, or business plan preparation, my firm is experienced in helping clients produce accurate and reliable reports.
Accounting Services/ Outsourced CFO Services
Maintaining accounting records and monthly bank reconciliations are vital to maintaining operations. Our firm is a Quickbooks Certified operation that provides a cost-effective alternative to higher-priced subscriptions.