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SERVICES

Our services encompass nearly every aspect of a businesses financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estate and trust bill pay and tax solutions, business formation, real estate and business sales. 

BUSINESS SERVICES

  • Small Business Consulting

  • Business CFO Services

  • Invoicing

  • Bill pay services

  • Payroll

  • Cash Flow Management

  • Strategic Business Planning

  • New Business Formation

  • Non-Profit Organization accounting and reporting services

  • Internal Controls

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TAX SERVICES

  • Tax Preparation

    • ​Business returns

    • Individual returns

    • Estate & Trust returns

  • Tax Planning

  • Tax Problems

  • Non-Filed Tax Returns

  • Payroll Tax Problems

  • IRS Liens

  • IRS Levies

  • IRS Payment Plan

  • Innocent Spouse Relief

  • Get Your IRS File

SENIOR SERVICES

  • Tax Preparation

    • Individual

    • Estates

    • Trusts

  • Income tax planning and strategies​

  • Bill pay services

  • Medical bill reconciliation

  • Balancing the checkbook

  • Money management

  • Overall financial management

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