"Sharing Our Passion, Building Your Future"

Accounting and Tax

QuickBooks Setup

Our QuickBooks ProAdvisor is available to help you set up QuickBooks, configure the correct Chart of Accounts, enter all initial data or convert from other accounting software to QuickBooks, and for general QuickBooks consulting for daily use.​

Startup Consultation

So, you have an entrepreneurial spirit? We can help! Some of our startup services include: preparing an initial business plan, selecting the best business structure, preparing and filing your Federal Employer Identification Number application and all required state and local licenses and permits. We are prepared to see you through from beginning to operations!

IRS Representation

Our years of experience dealing with many taxing authorities allow us to represent our clients before the various federal and state tax agencies with a high level of competence.

Tax Preparation – Individual & Business

Our firm offers a full range of tax planning and compliance services. We prepare all federal and state tax returns for individuals and businesses.

Payroll Services

Handling your payroll can be a daunting task. We can assist you in developing an efficient and effective payroll system. Our firm can also file and prepare all necessary payroll tax returns in a timely manner.

Accounting and Bookkeeping

Each month or quarter we will reconcile your bank account, generate an income statement and balance sheet, clean up your general ledger, and have a follow-up consultation with you.

Our Passion

Knowing the complexities you as a business owner may face in your industry or the tax concerns you may have as an individual, we are committed to understanding your specific need and preparing you for your financial future through our full-service accounting, tax, and consulting services. Our care does not end with your financial statement or tax return preparation. By developing and fostering a relationship with each of our clients and upholding the highest technical and ethical standards of our profession, we are honored to become our clients’ most valued strategic partner. We love seeing our clients succeed!

Phone: (919) 217-4661