Who do we service?
Businesses
We work with businesses from sole proprietors to companies with sales up to $30 million. We prepare financial reports, loan proposals, etc. We also consult on tax and financial matters. For our smaller clients, we offer payroll tax preparation and other accounting services, including Quickbooks training and Quickbooks accounting.
Individuals
We prepare all types of tax returns and offer personal financial and estate planning. We do not sell financial products, nor do we receive commissions. We provide unbiased financial consulting.
Attorneys
We assist with family law litigation and IRS issues. We also provide estate accounting along with bookkeeping for the elderly.