QuickBooks Consulting

If you have a business in which you are the only employee or have very few transactions every month, it makes sense for you to do your own bookkeeping. QuickBooks is a great way for you to keep track of your books in real time. Within QuickBooks you can link your company bank account and credit cards so that your transactions can easily be classified.  

We can guide you through the process of setting up your company up via QBO. And we can walk you through how to do your own books every month. 

However, if you are like most business owners who do not have the time or would rather have an accountant prepare your books on a monthly basis, we can assist with that as well. We partner with a highly experienced local bookkeeping firm that has tremendous experience with monthly bookkeeping, monthly sales tax filing (if your business is required to file a state tax return), and handling payroll. With this set up, we can provide tax advice and planning while having a third party classify your monthly transactions.  

Tax Services

Our professionals have extensive experience in tax preparation and planning for S-Corps, Partnerships, LLCs, C-Corps, Estates, and Trust tax returns. We pride ourselves in understanding complex tax transactions and can implement tax strategies to minimize tax liability.

Business Advisory

Our firm will guide you through any challenge you face such as buying or selling a business, succession planning, understanding how the tax reform (TCJA) can benefit your business, converting your entity structure to a more favorable treatment, assisting in getting your business a loan, analyzing your current insurance policies, among various other advisory services.

Individual Advisory

Our professionals will assist in helping you reach your financials goals. We take a closer look at your current financial/retirement planning and analyze your options, while taking into account tax deductions. We consider the value of your estate and will be able to implement estate planning strategies so your wealth can transfer seamlessly to your family.

Got a question? Send us a message.

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