Our Services
What we offer
Financial Statements
My firm provides advisory and consulting services, in addition to CPA-prepared financial statements, in line with many small business requirements for bank financing. Balance sheets and income statements are summarized and discussed with clients on a monthly or quarterly basis, as requested, to ensure a thorough understanding of the 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.