Services
Monthly Bookkeeping
- Monthly Income & Expense Tracking
- Monthly Reconciliation of Bank Accounts, Credit Card Accounts, Loans, Merchant Accounts, if applicable
- Monthly Financial Statements, including Balance Sheet and Profit & Loss Report Sent to You
- Quarterly Meetings
- Detailed Discussion regarding Financial Reports
- Detailed Discussion regarding ROI, Strategies to Increase Profits
- Class Tracking, if applicable
- Sales Tax Tracking, if applicable
- Financial Experts who want to help you & your business SUCCEED
Income Tax Preparation
Federal and State Tax Returns
- Personal 1040 Income Tax Returns
- Schedule C
- Business 1120, 1120-S Income Tax Returns
- Partnership 1065 Income Tax Returns
Tax Reduction Strategies
Did You Pay More Than $10k in Taxes?
- Tax Planning is the Analysis of a Financial Situation, to ensure all elements work together, to allow you to pay the Lowest Taxes Possible!
- Reduce Tax Liabilities Legally & Ethically
- Implementing a Plan of Strategies Utilizing The Tax Code
- Consultative Check-Ins to help you stay Compliant