services
Initial Consultations
Initial Consultations
Initial Consultations
We offer free consultations before engaging with new clients. This initial meeting allows you to ask questions and get to know who we are so we can begin building personal relationships. Our firm believes in defining your values and goals so that we spend our time focused on what matters to you.
Accounting
Initial Consultations
Initial Consultations
- Account Reconciliations: Monthly, Quarterly, or Annual
- Payroll: Federal & State assistance and advising
- Planning: Accounting Software and Training
- Financial Reports: Preparations, Compilations, or Reviews
Tax Compliance
Initial Consultations
Business Advisory
- Federal and State Taxes: Personal, Business, and Corporate
- Income Tax Planning and Projections: Quarterly or Year End
- Trust and Estate Compliance
- Other Annual or Quarterly Tax Filings
Business Advisory
Initial Consultations
Business Advisory
- Business entity selection
- Federal and State tax representation
- Business accounting setup and CFO outsourcing
- Consultations with attorneys on entity and/or estate planning