Our Services

Bookkeeping & Reconciliation of Accounts

Monthly Financial Reports including Profit & Loss, Balance Sheet, General Ledger

Preparation and Filing of 1099s

Asset Management

Year End Reporting and Tax Planning

Quickbooks Payroll

W-2 / W-3

Direct Deposit

941/943 Preparation and Filing

Federal & State Withholding Payments

Preseason Tax Organizer and Preparation

In Person, Phone, Email Consultations or Drop Off

Federal and All State Filing

E-File & Direct Deposit

Extensions & Amendments

Fees Based on Required Schedules, Minimum Fee $250

IRS Representation

Wealth Management

Cash Flow & Debt Management

Family Risk Management

Retirement Planning

Education Planning