Solutions
Services customized to your needs
Business
Wherever you are in your business life cycle- from a startup of one person to to an established business with a full staff, we're happy to see if we're a good fit to partner with you.
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The balance in your bank account is not the same as profit on which you're taxed. With our bookkeeping service, we keep you informed of your numbers throughout the year so you're prepared to make better business decisions when opportunities arise.
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Do what you love- We can give you more time with your family, to pursue a hobby, or grow your business! You'll have peace of mind knowing things are done correctly and have timely information needed to plan for your future.
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​Accounting avoidance? We'll give you the scoop on how to understand your reports.
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Budget busted? We can take a look at opportunities to save some green as you go.
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Contractor confusion? We can provide guidance on employee vs. contractor and issue 1099s, too.
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Payroll pains? We've got you covered- from direct deposit and payroll taxes to W2s.
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Tax return giving you heartburn? You don't want to feel the heat of penalties and interest! Leave it to us.
Personal
Yes, anyone CAN do taxes... but that doesn't mean you should. Misinformation and misconceptions are in high supply!
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We spend hours each year learning all the new rules and the exceptions to those rules. Congress likes to change it up, often right before tax season or retroactively to the prior year, just to keep us on our toes. We look forward (and backwards) year-round to make sure we have you covered.
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Whether you need tax preparation, tax planning, or received a letter from an agency, we can help.
​We also specialize in:
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Estate
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Trusts
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Gift Tax
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Tax Planning note- Do NOT wait until Christmas Eve to think about tax planning! Once the New Year's Eve ball drops, we lose the ability to use many options to save you money on tax liabilities.
Quickbooks and Software
Our office provides expert QuickBooks setup, training, and support to help streamline your accounting and financial reporting.
We also offer a payroll portal, ensuring accurate processing, tax compliance, and timely filings. Whether you're a small business or growing your enterprise, we help you save time and stay compliant, so you can focus on running your business.