Tax Preparation and Consultation

We bring the expertise of a CPA and outstanding customer service to every tax return, whether for a business or an individual, that we prepare.  We look at more than just getting the technical skills and numbers exact and look at the big picture to ensure that clients are doing everything they can to maximize deductions and minimize tax. 


Good bookkeeping is the core function of a properly-run business.  As Certified Public Accountants and QuickBooks ProAdvisors, we are highly qualified to assist with your bookkeeping on a variety of levels depending on your needs, whether that’s helping you do your own bookkeeping, periodically taking a look at your books throughout the year, cleaning them up at year-end for tax preparation, or completely keeping your books for you.  We focus on keeping our fees for this service low and reasonable so that every business owner can have the advantage of the best financial information to help run their business.  If you’re using QuickBooks or want to start using QuickBooks, we can train you and be a valuable resource as questions and problems arise.  We also hold periodic free QB seminars designed to fine-tune the skills of anyone already using QuickBooks.


Oh how we love our nonprofit clients!  Most of our rates are significantly lowered so that the nonprofits of our community can utilize their, usually, scarce dollars in the most beneficial ways.  The CPAs at our firm have a lot of experience sitting on nonprofit boards and we understand the unique needs that nonprofits have.  The financials need to be accurate and timely for tax filing requirements and grant applications, but more than that they have to be designed in a way that gives them the information they need to know in a format that the board can read and interpret.

Business Startup & Incorporation

Entrepreneurs are, hands down, our favorite clients! We are very involved with our community and want to see all business owners succeed!  So before you take advice from a bad accountant (or your cousin, Steve, who took an accounting class in college) come to us as one of your first steps before you even open your doors…or if you’ve already gotten started as you’re reading this call us immediately!  It won’t cost you a dime for an initial consultation. The sooner you ensure that you are on the right track, the higher your chances are of being successful.  Also, many entrepreneurs begin their businesses as sole proprietors, which is potentially the right choice, depending on a lot of variables.  However, if you’re thinking of incorporating or don’t know if you should incorporate (or what the heck incorporating means) contact us.  Often, the minute that you are making a profit, we can most likely very quickly and easily make an entity change that could save you thousands of dollars in taxes!