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SERVICES

Tax Services

We cater to small businesses and individuals, specializing in three key areas: small business owners, military personnel (both active duty and retired), and real estate investors.

Our comprehensive tax services cover a range of tax return types, including:

  • 1065 Returns: Designed for partnerships.

  • 1120-S Returns: Tailored for S Corporations.

  • 1120 Returns: Ideal for corporations.

  • 1040 Returns: Customized for individuals.

What sets us apart is our proactive approach to tax planning. Through a subscription-based pricing model, we partner with you year-round, ensuring that your financial strategies are designed to maximize tax savings when year-end rolls around. This ongoing collaboration is the cornerstone of our commitment to your financial success.

We understand that each client's financial situation is unique. That's why we take the time to craft personalized tax strategies that align with your specific needs and objectives. We pride ourselves on accuracy and efficiency providing you with peace of mind throughout the tax season.

Explore the difference that tailored tax services can make for your small business, military career, or real estate investments. Contact us today to begin a partnership that will optimize your financial outlook.

Bookkeeping

Looking to simplify your business finances? Explore our CPA services featuring monthly bookkeeping subscriptions powered by QuickBooks Online. We've modernized the way you handle your books, offering a user-friendly, efficient solution that fits your budget. Our skilled team ensures your financial records are always accurate and compliant, so you can focus on what matters most - growing your business. Embrace the ease of digital bookkeeping and discover the benefits of our cost-effective monthly plans. Start streamlining your finances today with our tailored solution

We deliver to you 3 statement Financials by the 10th of the month every month. An update Balance Sheet,  previous month and year to date P&L/Income statement, and A Statement of Cash Flows. 

Fractional CFO Services

Working with small business owners is my passion! As a CPA, I provide unique insight to help you make important business decisions to help your business not only grow and thrive, but run smoothly in the process through Fractional CFO services, available via a monthly subscription model. Fractional CFOs provide strategic financial insights, customized solutions, and cost-effective expertise, all accessible remotely. We work closely with you to understand your financial goals, conduct in-depth analysis, implement strategies, and provide regular reporting, ensuring you receive top-tier financial guidance without the overhead costs. Elevate your financial advisory services today – contact us to learn more about our Fractional CFO subscription packages and embark on a journey to financial success, one month at a time.

Contact me today and schedule your
 consultation!

Book a time with me to discuss your tax needs.

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