Services

We assist you and your bookkeeper to record your income and expenses, close the books for the year, record transactions, and fix errors.

We provide independent third party financial statement review and compilations for you and your business.

We provide tax preparation for individuals, businesses, trusts, and estates.

We can help create tax planning strategies that optimize your deductions.

We help you understand and respond to an IRS letters and audits.

"I encourage anyone that has a change in tax profile or a major transaction occur during the year to hire a professional."

Additional Services

Quarterly estimated taxes for your business are necessary to avoid paying penalties and interest for certain individuals and businesses.

Need a loan? Lenders often ask for letters from CPAs that verify income and attempt to estimate future income for the applicant.

We provided limited, independent, third party verification and limited testing of financial statements.