Tax Preparation and Bookkeeping Services

Yes! Every client has a different set of circumstances and our team will assist you with determining the best fit for your needs. From small individual companies to large teams with many employees. We can scale to fit your needs.

Bookkeeping is the process of tracking all income and expenses in a company’s financial books. Accounting is an umbrella term which includes bookkeeping, tax, audit and making financial decisions.  It all starts with proper bookkeeping!

CPA’s require a degree in accounting and passing the CPA exams. CPA’s are authorized to work on publicly traded corporations for tax and audit purposes. A bookkeeper does not require a license, and usually tracks day to day transactions after they have occurred.

A controller usually works within a single corporation to manage all of their financial needs. An accountant/CPA is board certified to serve many different companies.

A licensed tax preparer has been certified by passing an exam to prepare tax returns for filing with the IRS and state and local governments. A licensed preparer can help you minimize your tax liability by using their years of experience. We can also use that experience to help you with a long term tax strategy that will minimize taxes over your lifetime.

Every individual’s tax situation is different. We get to know your financial situation and long term goals in order to create the most efficient tax strategy for your needs.

Bookkeepers provide clean financial documents necessary for tax preparation. We strive to complete year end bookkeeping in a timely manner so taxes can be filed quickly and accurately.

Yes! Not only do we prepare the S-Corp elections and returns, we will help you determine if an S-Corp is the best fit for your company.

All of the work can be done without an in person meeting, freeing you to focus on your business. We use secure online portals to collect all the necessary information to prepare your company’s books.

Quick easy preparation of your books, with access to your financial reports whenever you need them.

Yes! We would love to discuss your situation to see if we would be a good fit. We never charge for the initial consultation.