Tax Services
Tax Planning
Proactive planning for how much tax you would like to pay. We will analyze your personal situation before tax time and put together a plan that allows you to pay the lowest tax possible. This is where our clients typically find our services to be most
valuable.
Tax Preparation
Specializing in Tax Preparation for Individuals, LLC’s and S-Corp business owners. This is the #1 thing people are looking for to be in Compliance with the tax authorities.
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Accounting Services
CFO Services
Full virtual financial management services allow small business, who are too small to have a full-time accounting department but too busy to handle monthly accounting efficiently, to have the benefit of an in house accounting department without needing to hire a staff.
Bookkeeping
An essential part of our financial management services, we record, support, and verify your personal or business financials. Regular financial reporting allows you to have a clear picture of your finances.
Payroll
We prepare and process your contractor and employee paperwork, process your recurring payroll, file your payroll tax forms and send your year end W-2s and 1099s. We’ll make sure this activity is recorded in your books.
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Training and Coaching
One on One
Personalized meetings that help small business owners meeting their specific challenges and needs.
Customized Video Training
- Live Training Sessions via Zoom.
- Customized video recordings, using your data and your business, walk you through how to handle some of your more complex bookkeeping issues.
Looking to Do-It-Yourself?
My DIY Training package may be for you. Learn more »
Book A ConsulationLooking for an all-in-one solution to your tax woes?
I’ve bundled my accounting and training services into packages to meet the needs of all sorts of businesses.