Business Solutions

Many of our clients come to us to prepare their taxes and discover that we can provide more comprehensive, helpful services to help their businesses grow and stay strong.

Financial Statement Preparation

You want to be in control of your money. We will help by giving you a snapshot of what your company looks like financially at any given time through the preparation of balance sheets and income statements.

Income Tax Preparation

We will prepare your taxes, but we will also look past the immediate into the future. We believe in intelligent planning to save you taxes. You might be surprised at what we can find when we dig deep and ask the right questions.

IRS Problems

If a problem arises with the IRS, we will serve as your advocate. I guess you could say we are trilingual – English, Spanish and IRS. We can translate governmental speak for you. We will work for you and with you until your issue is resolved.

Other Tax Reports

We make sure you stay up to date with payroll, sales and franchise taxes and property tax rendition forms so you are in complete compliance with governmental agencies.

Business and Tax Consultation

We will take a look at your financial position from top to bottom and strategize on how to protect your assets and reduce your tax liability. We’ll identify the risks and find solutions to minimize them. We’ll build your understanding so you can make informed decisions.

Succession planning for family business

This is a critical part of running a family business. In partnership with your financial planner, we will help you take control of your assets as you transfer to the next generation.

Quick Books installation and training

We will customize QuickBooks for your business, set up your initial chart of accounts and teach you how to use this easy accounting software.

Payroll services

Aside from payroll tax reports that are completed quarterly, we provide payroll services on an interim basis only.

Coaching

We are here for you. To help solve whatever problems arise. To make sure you have what it takes to run a financially strong business.