Individual Tax Preparation

The tax law is very complex and is constantly changing. Preparing your taxes independently can be challenging and can cause you to inaccurately report your tax status.  After we connect, we take the time to understand you as an individual to determine ways that you could reduce your tax liability and prepare for the future.

We are diligent about keeping up with the latest tax laws and software to ensure accuracy and to remain innovative.

We make it our responsibility to ensure you receive all of the benefits of the tax law to produce the lowest tax liability in alignment with your personal goals in correlation with IRS regulations. 

Business Tax Planning

Having a record of the ins and outs of your funds allows you to determine areas that you may be missing or under-calculating tax deductions and/or credits. After we connect, we take the time to understand you and your business to determine ways that you could reduce your tax liability and prepare for the future.

We are diligent about keeping up with the latest tax laws and software to ensure accuracy and to remain innovative.

We make it our responsibility to ensure you receive all of the benefits of the tax law to produce the lowest tax liability in alignment with your business goals in correlation with IRS regulations. 

Bookkeeping

We currently have a combined 29 years of accounting experience; and have worked with a number of different companies and areas of accounting to gain industry knowledge from multiple perspectives. We understand that as a small business accounting may seem almost foreign but it is essential for success. 

We can also assist you with payroll services, 1099 preparation, bank reconciliations, invoicing, mileage tracking, inventory tracking, and project time keeping needs. While providing cash flow and financial statements to analyze, make business decisions and determine your tax reporting obligations.

  

With our skills and expertise there's no need to worry if your bookkeeping is accurate and will allow you time to focus more on running your business.

Notary Services

In the world we live in today it's critical that you protect yourself in making financial decisions. One way you can protect yourself, your family and assets is through documentation. Having a 3rd party as a witness is required for most essential forms of documentation. As a notary we are authorized to perform certain legal formalities, especially to draw up or certify contracts, deeds, and other documents for use in other jurisdictions.

Rather you're in need of a notary for a retirement account loan, authorization for a virtual mailing address, assigning beneficiaries, promissory note agreements, power of attorney, signing of a will, buying or selling property we got you covered.  

No need to take anytime off work or go out of your way. We travel to you and during convenient evening and weekend hours! 

After Booking Any Service

You’ll receive an immediate email confirming your appointment.

In the email there will be a link to our scheduled Zoom call on the scheduled date simply click that link and it’ll take you directly to our one on one meeting. 

In the email there’s also a link to a questionnaire for you to complete prior to the meeting. After you submit the questionnaire your answers automatically come directly to us.

From there mark your calendar, comb your hair lol and get ready to start saving and/or making some extra money!