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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

Tax Preparation

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

Financial Consulting

Wealth Management

Cash Flow & Debt Management

Family Risk Management

Retirement Planning

Education Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  515-382-3581