Guiding Small Businesses to Reach Financial Goals
Let Us Show You How to Use Tax Planning Strategy to Fund Investments & Retirement
Need help and guidance running your small to medium sized business?
We are a group of Professional Licensed Enrolled Agents and experienced accountants to guide you along the way
As we handle your bookkeeping and accounting we will guide you toward the big picture. We offer a full range of professional services and give you the individual attention that you deserve. We help you to know your numbers so that you can make the right decisions for your business.
Our trained accountants will track
your income and expenses for you
and make sure they are categorized
correctly so you have accurate
numbers in your reports. Then
we reconcile to make sure all is
consistent with your bank and
We can help you know your numbers
by providing you with monthly financial
statements. Need help reading your
reports and making sense of them?
We are here to help you with that
also for no extra charge.
Preparing taxes is more than just
putting numbers on a tax form. We
will help identify and maximize all the
tax deductions and credits that you
qualify for by tax planning. Also, with an
Enrolled Agent on staff, we will keep
you updated on any new tax laws and
how they affect your personal and
QuickBooks Online Certified ProAdvisor
A ProAdvisor is a QuickBooks-certified accounting pro who provides strategic insights to drive small business success. A ProAdvisor can provide expert advice and guidance that’s tailor-made for your business. Your ProAdvisor stays up-to-date on the latest accounting rules so you don’t have to. With a ProAdvisor in your corner, you can spend less time on your books and more time pursuing your passion.
What is an Enrolled Agent?
Enrolled agents (EAs) are America’s tax experts. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. These tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a stringent and comprehensive three-part examination covering individual tax returns; business tax returns; and, representation, practice and procedure – or through relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS.
What Our Clients Are Saying
Let’s have a discussion.
Our expertise is sure to impress. We are dedicated to providing the best personal service. You don’t get a call line here, you get a team of individuals who are ready to help you worry less and focus on your business more. Contact us today to learn more or start a service!
Email: [email protected]