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Taxes and Accounting

We Can Do it All For You

Almost every financial decision we make as individuals or business owners will have a tax consequence.

From sales taxes, property taxes, income taxes, payroll taxes, business expenses, deductions, tax-deferred retirement savings, tax-free investments, write-offs, tax credits, loopholes, to depreciation…  we do it all. 

As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.”


Preparing your own return can be a chore that leaves you with more questions than answers.

Today’s tax laws are so complicated that filing a relatively simple return can be confusing. Even if you use a computer tax software program, there’s no substitute for the assistance of an experienced tax professional.

Books a Mess? Don't stress!

It’s easy to focus on day-to-day operations in your business, and lose sight of important paperwork to process and government forms to file.  Then April 15th comes around, your books gets done in a rush, and the combination of missing receipts and haphazard record-keeping causes you to miss out on important deductions.

We offer a bookkeeping system that can be custom-tailored to your business, your philosophy, and your pocketbook

The low cost of accurate, complete and up to date accounting in your business is so small it is amazing even to us.

Tax planning

Most tax preparers put last year’s numbers on last year’s tax forms, and then tell you what you owe — without a plan to lower your tax the next year.

We consider that to be a reactive process.

We prefer a proactive tax planning approach that we refer to as “tax coaching”.  We find your wasted tax dollars, educate you on the cost of your mistakes and missed opportunities, and create tax savings for you by implementing IRS-approved strategies.

See exactly how our tax planning process works below.

easy Payroll Service

Small business owners spend on average eight hours a month performing payroll functions. That’s 12 days a year that could be spent generating sales, developing new opportunities, improving products or services, or servicing your customers. We offer payroll solutions tailored to your needs so you can spend more time growing your business and less time chasing payroll and tax details.

Tax problem? No problem.

We are the rescue squad for taxpayers in trouble with the IRS. 

IRS problems do not just go away by themselves. We’re here to help you resolve your back tax problems and put an end to the emotional and financial misery the IRS can put you through. 

We are efficient, affordable, and of course, extremely discreet in the tax relief services we provide to our clients.

the tax planning process: here’s how it works

5 Easy Steps Save You Thousands Each Year in Tax

1. Receive a Free Tax Analysis

We review prior year tax returns, looking for missed opportunties and mistakes.

2. learn the cost of missed opportunities

You find out how much you’re spending each year in tax $$$’s you shouldn’t have to be paying. 

3. Decide if Tax planning is for you

You receive a planning project fee quote. If tax savings are significant, you decide whether to pay our a planning fee, or keep over-paying the IRS.

4. create and Review your formal tax plan

You hear every tax saving recommendation we can find for you, discuss pros and cons for each strategy, and select which ones to implement

5. Implement the Plan

Put the plan into action. We’ll work with you so you’ll know exactly what to do, how to do it, and when to do it!

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