Services & Frequently Asked Questions

We offer the following comprehensive services tailored to our clients unique goals and circumstances: 

• Annual individual income tax return preparation
• Annual business income tax return preparation
• Comprehensive Business services including monthly accounting, excise tax return preparation, consulting, retirement plan options and succession planning. 
• Individual and Business income tax planning and tax projections
• QuickBooks Online setup and conversion
• QuickBooks clean-up 
• IRS representation for existing clients

We specialize in serving individuals, families, and small to mid-size local businesses seeking tailored tax and accounting solutions.

Our ideal clients often include:

• Individuals with brokerage investments, business ownership, or rental properties.
• Small to mid-size businesses in need of our comprehensive suite of services (outsourced monthly accounting, excise tax return preparation, income tax preparation, and strategic consulting). 

• Canopy: Client Portal & Document Transmittal.

• QuickBooks Online and QuickBooks Desktop: Accounting Software.

• Gusto: Payroll Processing. If your business is interested in switching payroll processing to Gusto, please use our partner referral link here to sign up and receive a discount: https://gusto.com/r/kendra2028

• Remote Computer Access: Splashtop. If your business is interested in switching to Splashtop from another product, please use our partner referral link here to sign up and receive a discount: https://referral.splashtop.com/mQByDEg

The cost of tax preparation varies depending on the complexity of your specific tax situation.

The cost of comprehensive outsourced accounting also varies depending on the number of business accounts and transactions processed each month. 

Our team would be happy to discuss your specific needs during a prospective client meeting to provide a better idea of what to expect. Submit a Prospective Client Inquiry on the Contact us page to learn more.

https://www.irs.gov/refunds

• April 15th
• June 15th
• September 15th
• January 15th