personal and Small Business Services

• Income Tax Planning and Preparation:  With your input, and by staying on top of the ever-changing tax laws, we can help design a tax strategy to help you manage your tax situation. 
• Personal Expense Budgeting and Analysis
• Other Services: When other opportunities arise, we are available for consultation to evaluate the tax consequences of your investment strategy, rental property, or other events that may have an impact on your tax situation.
• Integration with Financial Advisors, Estate Attorney, and other key advisors: We work closely with your personal advisors to make sure you are getting the best advice for your personal situation.

• Business Income Tax Preparation and Planning: With planning and solid accounting, we can help integrate a tax strategy to help make the most of your situation.
• Accounting Services: Including bookkeeping, accounts payable, payroll, sales tax, reporting, etc.
• Accounting System Setup and Review: Our "begin with the end in mind" approach will help you set up your accounting system and accounts to be more efficient and help you manage your business. Need a review? Let us know and we can help make sure you are on the right path.
• Business Analysis and Projections: Utilizing sophisticated software and real-world experience, we can help analyze company trends, rations, and the direction of your business.
• Consulting Services: Need more strategic help or ideas around cost control? We can provide a resource to help you on a short-term (or longer) basis.

Our goal is to be a trusted advisor to you, your family, and your business. Whether it is your personal financial advisor, your estate attorney, or another business advisor, we will work with them, and you, to help you reach your goals. Our approach is from a daily operations and tax-based approach so you are better prepared every day, and at year-end.