Book an appointment
Free Consultation- New Clients Only
Free 30 minute consultation to discuss your tax and accounting needs
Free · 30 minutes
Book now
2022 Tax Planning and Budgeting
Sit down with a Certified Public Accountant to discuss tax minimization strategies to help lower (or eliminate!) your tax liability for the year. Appointments available on a monthly, quarterly, and annual basis. $150 per session
$150 · 1 hour
Book now
Excise Taxes
Excise tax preparation
1 hour
Book now
Financial Statement Preparation
Financial Statement preparation for small business clients. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. Schedule a 1-on-1 meeting today to learn more.
1 hour
Book now
Consulting
Other tax and accounting matters. Please write a short summary so we can better assist you.
Price Varies · 1 hour
Book now
Financial Forecast Projections
We will work together to build a custom financial forecast that will help you look into the future of your financial situation. This will help you discover short falls, tailor your budget, and stay ahead of the curve. This is ideal for small-business owners, investors, families, and individuals who want to be proactive with their finances.
Price Varies · 2 hours
Book now
C