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 the following:

Tax Returns for:
  • Sole proprietors
  • LLC's
  • Partnerships
  • S-Corporations
  • Trusts
  • Homeowner's Associations
  • Individuals

Areas of tax expertise include but are not limited to:
  • 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 accounting
  • Restaurants
  • Service industry
  • Manufacturing 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
  • Taxation of rental properties
  • Oil and Gas related taxation
  • Gifting, family tax planning, structuring private mortgages
  • Beneficiary tax strategies when loved ones pass on
  • 199A Deduction
  • 2018 Tax Reform

Additional services for our tax clients when staff capacity allows:
  • 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
Bookkeeping (weekly, monthly, quarterly, and annual options available)