Started in January 1996, our firm has been dedicated to serving small businesses, their owners, and individuals by partnering with them to empower and achieve financial success by:

  • Knowing your financial position
  • Managing by the numbers
  • Cash flow management
  • Budgeting and budget management
  • Strategic tax planning

Through this partnership, small businesses can focus on operating and growing their business and we will take care of what we do best, the accounting, planning and taxes.  We utilize the best possible solutions and work to assure increased profit margins, lower tax liability, business scaling, growth, and prosperity of your business or your personal finances. 

Businesses need financial reports for various reasons to include lender and tax reporting, as well as for themselves to plan and monitor operations, and the results of operations.  Individuals can have financial peace of mind through a process of building and preserving personal wealth.

Our tax services include the preparation of annual tax returns for individuals, businesses and their related payroll, personal property and other reporting requirements. We also provide support should the business or individual be selected for audit and assistance to clients when they need to look at tax planning. Good Financial Planning includes proper tax planning.

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