As your partner, we are dedicated to you and your personal goals. We provide you the services that best fit your needs and we listen.
If you're a small business person or an individual with a complex tax issue, we will prepare your tax returns, assist you with tax estimates, prepare a tax projection and alert you to other regulatory issues that may impact you.
If you own rental properties or wish you did, we can guide you in your purchase, sale or recordkeeping processes so that you maximize your investment.
If you are struggling with QuickBooks or Peachtree or are confused how to make these programs work, we can help. We can install the program, set it up according to your industry, provide on-site software training and on-going telephone support.
The bank asks you for a business plan, current financial statement, proforma statement or other similar documents, we can help. We prepare compilations using either historical or proforma data, business plans and other various reports.