We provide a free initial one hour consultation for new clients. This gives us a chance to meet each other, discuss your accounting needs, and determine if we are a good fit for one another moving forward. Depending on the scope of work, we can often provide an estimate on the amount of time and cost for our services. A sampling of services and areas of expertise include but are not limited to:

Bookkeeping services (weekly, monthly, quarterly, and annual options available)
Payroll services:
  • Paycheck stub preparation
  • IRS payments scheduled
  • Quarterly Federal payroll tax forms filed
  • State payroll tax forms filed
  • Annual state and federal payroll tax forms
  • W-2 and W-3 preparation
Annual 1099 & 1096 preparation
Tax Returns for:
  • Sole proprietors
  • LLC's
  • Partnerships
  • S-Corporations
  • Trusts
  • Homeowner's Associations
  • Individuals
Child & Dependent Care Credits
Tracking and reporting employee stock options on your annual tax return
Adoption credits
Real estate rentals & transactions
1031 Exchanges, specifically for real estate transactions
Construction and project management-based bookkeeping
Service industry
Tax planning and preparation for investment income
Tax benefits of Retirement options (401k, SEP, SIMPLE, ROTH and Traditional IRAs)
Advice on the tax implications of different business entity structures
Bookkeeping and taxes for manufacturing industry
Taxation of rental properties
Oil and Gas related taxation
Gifting, family tax planning, structuring private mortgages
Beneficiary tax strategies when loved ones pass on