We provide a range of tax services, accounting, business consulting and notary services. In 2024 we are happy to announce we will start offering insurance services.

We offer personalized tax solutions tailored to your specific needs. Our services include accurate and efficient tax preparation, strategic tax planning to minimize liabilities, and representation in case of audits or other tax issues.

Our experienced tax professionals stay up-to-date with tax laws and regulations, ensuring you take advantage of available deductions and credits. We can also provide guidance to optimize your tax situation and minimize the risk of errors.

You will generally need documents such as W-2s, 1099s, proof of deductions, and other relevant financial records. Our tax professionals can provide you with a comprehensive checklist to ensure nothing is overlooked.

Yes, we provide comprehensive tax services, including assistance with state and local tax filings to ensure compliance with all relevant tax jurisdictions.

Yes, our tax firm is available year-round to assist with tax-related questions, planning, and any unexpected tax issues that may arise.

As of my last knowledge update in January 2022, there wasn't a widely known "Corporate Transparency Act" at the federal level in the United States. However, it's possible that new legislation has been enacted or proposed since then. Please verify the latest information from official government sources or legal experts.

If the Corporate Transparency Act you're referring to is a recent development, you may find relevant information through the official website of the U.S. Congress, the U.S. Department of the Treasury, or other authoritative legal sources. These sources typically provide details on the purpose, scope, and implications of the act.

If you have more context or specific details about the Corporate Transparency Act you're inquiring about, please provide additional information, and I'll do my best to assist you.

We offer a comprehensive range of accounting services, including bookkeeping, financial statement preparation, tax planning and preparation, audit and assurance, and consulting services.

Many small and mid-sized businesses fail to adequately measure and manage their finances, even though poor financial management is a major cause of business failure. If you don’t have good financial practices in place, your business could suffer in a number of ways:

• Lost revenue
• Insufficient tax planning
• Missed financial opportunities.
• Penalties and fines

Closing your doors

Our monthly accounting process starts with receiving your source documents. Our staff compiles the information and reports back to you with the following to help you take back control of your finances:

• Make monthly profit and loss statements.
• Make monthly balance sheets.
• Perform regular account reconciliation.
• Offer advice based on your financial statements, tax planning, and your business’s situation

We also include the following services:

• Business tax work
• Sales tax filings

Audit representation

We primarily use two systems: Xero and QuickBooks Online. That being said, we will work with other systems depending on your preferences and needs.

However, depending on the software you use, your subscription fee may be included in your monthly accounting fee.  

If you are looking for an outsourced accounting solution based on price alone, annual accounting may be enough for you. However, if your business is the right fit for monthly accounting services, they provide substantially more value than an annual service.  

If an accountant only sees your numbers once a year, it’s too late to offer advice that would have helped to make that year more profitable - and definitely too late to lower your tax liability for a year that is already over with. 

Please note that while we can handle your personal taxes as well if you are a business client of ours, many of our clients still choose to have an annual accountant do their personal taxes. 

We offer a range of business consulting services, including strategic planning, organizational development, market analysis, process improvement, and leadership coaching.

Our business consulting services are designed to help businesses identify opportunities for growth, enhance efficiency, and overcome challenges. We provide expert advice and actionable strategies to achieve your business objectives.

Our consulting services are tailored to businesses of all sizes. Whether you're a startup or an established corporation, we can customize our services to meet the unique needs of your business.

If you're facing challenges, seeking growth opportunities, or looking to optimize your business processes, our consulting services can provide valuable insights and strategies. We assess your specific needs and recommend solutions accordingly.

Yes, we offer implementation support to ensure that our recommendations are effectively executed. Our consultants work closely with your team to facilitate a smooth transition and monitor progress.

These are general examples, and the actual content may vary based on the specific services offered by the business consulting firm and its target audience.

We offer a range of notary services, including notarization of legal documents, affidavits, powers of attorney, and other documents requiring an official seal.

Notaries serve as impartial witnesses to the signing of important documents, verifying the identity of the parties involved and ensuring the documents are executed voluntarily and with understanding.

Common documents that may require notarization include wills, deeds, contracts, loan documents, and various legal forms. Notarization adds an extra layer of authentication to these documents.

We provide tailored accounting solutions to meet the unique needs of your business. Our services help you maintain accurate financial records, make informed financial decisions, and ensure compliance with relevant regulations.

Pricing for our monthly services varies by your company’s needs. It is not based on the size of your company, but rather your company’s tax and accounting activity and the complexity of your financial statements.  

Our average accounting fee comes out to about $600 per month. Depending on these factors, your fee can range between $500 to $1,000+ per month. We will work with you to arrive at an affordable, fixed monthly fee.  

Client confidentiality is of utmost importance to us. We have strict privacy policies in place, and our staff is trained to handle sensitive financial information with the highest level of security.

Our tax firm is committed to providing personalized and professional service. We pride ourselves on our attention to detail, expertise in tax matters, and dedication to client satisfaction.