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Our Services

Consulting and Planning Services (Proactive)

Consulting and Planning Services (Proactive)

The #1 complaint about CPAs and accounting firms is that they do not provide enough forward guidance and direction. Our consulting and planning services are designed to analyze your situation and help you make positive decisions for your business and personal life. We answer questions such as:

  • Am I saving enough to retire?
  • How can I make my business more profitable?
  • How will my investments weather the economy?
  • What retirement plan can I offer through my business?
  • What records should I be keeping to audit-proof myself and my business?
  • How do I position my business for sale?
  • How can I get out of debt?
  • How do I know how much payroll I can safely take as an owner?

Contact us to discover how you can proactively manage your business and personal finances.

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Compliance and Maintenance Services (Reactive)

Compliance and Maintenance Services (Reactive)

"Reactive" is not bad, just different. These are the services we offer that help you stay in compliance, address current issues, monitor your business or personal finances, and all the other required accounting, tax, and financial issues you may encounter.

  • Income tax filing
  • Monthly financial statements
  • Payroll processing
  • Tax notices from the IRS
  • Sales tax filing
  • Estimated tax payments
  • Bank and accounting reconciliations
  • Delinquent tax filing

Don't ignore or delay these issues because you don't know what to do. Call us and we'll make the process a snap and probably save you some money in the process!

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  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Employer Retirement Plans
  • Solo 401(k)

Income Tax Services

  • Individual and Business Tax Preparation
  • Estimate Payment Calculations and Reminders
  • Review of IRS and State Agency Notices
  • IRS Representation
  • Mid-Year or Future Year Tax Projections
  • W-4 Allowance Calculation

Accounting and Business Services

  • Profit First Certified Professional Consulting
  • Monthly Accounting and Financial Statement Services
  • Payroll Services
  • 1099 -MISC Preparation and Filing
  • Sales Tax Returns
  • Financial Statement Compilations
  • Recordkeeping and Reconciliation
  • Retirement Plan Creation, Review, and Maintenance
    • SEPs
    • Simple IRAs
    • 401(k)s

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Personal Financial Development

  • Budgeting Assistance
  • Cash Flow Palnning
  • Debt Reduction Strategies
  • Personal Financial Statements