Even the biggest success Starts with a first step

Solutions We Provide

Does your business need more capital to grow to the next level? Do you wish that your CPA would be more helpful in long-term planning? Have you struggled with getting meaningful information from your accounting software? Are you missing tax deductions when you struggle with your own return? We have the solutions to solve these challenges and more. And, we offer a free initial consultation with no obligation, so call us today to see how our services can solve your problems.

Basic Solution

Tax compliance services

We can work with you to ensure you meet all federal and state tax filing requirements, and our experience can give you the confidence to know that no deduction has been missed.

  • Individual returns
  • Corporate returns
  • Partnership returns
  • Trust & Estate returns
  • Non-profit returns
  • Sales tax returns

And don’t forget that we have speedy turnaround to make sure your returns are always filed on time.

 

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Medium Solution

Bookkeeping assistance & training

Many small businesses use QuickBooks or other programs, but don't understand the bulk of the features. If you've ever seen numbers on your financial reports that you didn't trust, or didn't understand, we can help.

Have an internal bookkeeper? We can visit monthly or quarterly to help them make sure your books are clean, so that you have the accurate information you need to run your business.

  • Onsite training available
  • QuickBooks ProAdvisors
  • We can fix nagging issues in your books

For a free consultation, give us a call today.

 

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Premium Solution

Financial statements

You need capital for equipment, operation or expansion. Give your banker financial statements they can trust. We prepare full-disclosure financial statements that can show bankers or donors that the data they're seeing has been verified by an independent source. Our specialties:

  • Wholesalers
  • Construction contractors
  • Timber industry
  • Medical & dental professionals
  • Non-profit organizations

And if your non-profit requires an audit, we are one of a shrinking number of firms who provide those services.

 

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