Accounting for Individuals
Accounting can be confusing—especially when software doesn’t explain what it’s doing or why. We work directly with individuals to prepare accurate returns, answer questions, and help you understand how today’s decisions affect your future.
Individual services include:
• Tax preparation and filing
• Tax planning and projections
• Personal financial planning
• Retirement planning
• Estate and elder care planning support
We help you stay organized, compliant, and informed.
Business Accounting Services
As a business owner, your time is better spent running your company—not chasing numbers or worrying about compliance. We provide dependable accounting support so you can focus on what matters most.
Business services include:
• Small business accounting and bookkeeping
• Payroll processing and payroll tax compliance
• Cash flow tracking and financial reporting
• Business advisory and financial planning
• New business formation
• Succession and transition planning
• Litigation and financial support services
• Quickbooks Services
We help you stay organized, compliant, and informed.
Tax Services & IRS Support
Tax laws change constantly, and mistakes can be expensive. We help individuals and businesses stay compliant while planning ahead and addressing issues before they become bigger problems.
Tax services include:
• Individual and business tax preparation
• Ongoing tax planning
• Estate and trust tax services
• IRS audit representation
• Back taxes and unfiled returns
• Payroll tax problems
• IRS payment plans, liens, and levies
• Wage garnishment and relief options
If you’re dealing with the IRS, you don’t have to handle it alone.