Here to serve you

From keeping your books in order, to insulating you from
IRS audits, our team is here to help.

Our traditional and cutting edge services:

Individual Tax Preparation

Our team of experienced tax professionals prepares your tax filings for you so you do not miss any beneficial tax code regulations. We can work with you to get your books in order,
and submit your filing electronically so you can get your refund quicker.

Individual Tax
Planning

Worried about retirement? Thinking about buying a vacation home? We can help you understand how to get where you want to go.

Quickbooks Services

Endless transactions take a lot of time to sort through. Those lines from your bank and credit card statements all start to look the same after a while. Let our team do the heavy lifting for you!

Small Business Accounting

Small business owners have enough to deal with between staffing and operations. We have proven to save countless hours for our small business owners by helping them do what we do best, so they can do what they do best. Let us know if you'd like to learn more, and we can talk you through how we can fit in to your current accounting workflow.

Dodo Bird Portal

Stay up-to-date on all of our deliverables with access to our secure portal. Upon becoming a client, you can track your business data, filings and key analytics all from the comfort of your office by logging on to our service. The best part is that we can review your progress with you, over the phone, to ensure the right path forward.

Business
Valuation

Don't sell or leverage your business before you get a detailed valuation from our tax professionals.

Payroll

Payday rolls around every two weeks, and the numbers add up. State taxes, federal taxes, health insurance... Let us help keep you on track.

New Business Formation

Your new venture might need start up capital. You may have missed some costs in your calculations. Your partnership might need to be structured a certain way. Let us help you do the paperwork, while you get started on building something big.

Strategic Business Planning

Looking to take your pharmacy operation to multi-unit? Do you have aspirations to grow your carwash into an empire? Our strategic business planners have a lot of success stories under their belts. Growing a business is second nature to us. We are the perfect partners for your next growth move.

Succession
Planning

Retirement is a good thing. Abandoning what you've built can be bad - if you leave it in the wrong hands. Let's iron out the details of your transition!

Tax Problems

Sufferers around the globe will be happy to hear that there are sleep apnea remedies.

IRS Audit Representation

Bowel related problems have become an integral part of the lives of the average Americans, thanks to the abundance of fast foods in their diet. Low vitality, stomach bloat, poor digestion– are all the natural corollaries of irregular bowel movements.

Frequently asked questions

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Interested in becoming a client?

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