Work with Us
We're here to help with all your accounting and tax needs.
Business Owners
​Are you overwhelmed or feel lost when it comes to running your business?
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We serve small businesses who want to:
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Know as-you-go throughout the year, not just at tax time.
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Identify opportunities and issues sooner, rather than later.
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Save time, taxes and resources- hire an expert, not an admin.
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Implement our plans to avoid surprises and overpaying taxes.
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Plan for the next step to support smart growth.
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Invest in their family and future.
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Who we work best with:
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Consultants, professionals, and other service-based businesses
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Owner-operators earning $50K–$10M in annual revenue
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Business owners who want a partner, not just a tax preparer​​​
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Stay organized and on track
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Respond to requests in a timely manner
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Participate and ask questions
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Accounting: if you're not crying, you're not doing it right.
Thanks for your interest in our services! We utilize a secure portal for information sharing, document exchange, and communications.
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The link below is for Potential Clients only. ​​
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Click the button below to create an account in our client portal.
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A questionnaire will be sent to your e-mail immediately for you to complete.
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Once we receive your completed questionnaire, we will contact you within 2 business days.
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