Our mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs but tomorrow's plans. Our dedication to helping achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy. As Enrolled Agents we ascribe to the principals and requirements of IRS Circular 230.
Professional Designations:
- Certified Financial Professional
- Certified QuickBooks ProAdvisor
- Accredited Tax Accountant
Accredited Tax Accountant
- Accredited Business Accountant
Services Provided:
We provide a variety of services, including traditional accounting, tax planning, preparation and representation.
Tax & Financial Planning
- Income tax preparation/planning
- Representation before the IRS
Accounting and Bookkeeping
- Monthly bank reconciliations
- Financial statement generation
- Payroll/sales/use tax returns
QuickBooks Consulting
Products Supported:
We are also adept at implementing technological solutions, including QuickBooks and the latest Payroll Software.
- QuickBooks Basic, Pro, Premier
- QuickBooks Premier: Contractor Edition
- QuickBooks Premier: Nonprofit Edition
- QuickBooks Premier: Retail Edition
As a QuickBooks ProAdvisor, we are provided with the software, support, information and resources necessary to give the outstanding service and support to our QuickBooks and small business clients.
