EXPERIENCED SKILLS
We allways ready to improve your unlocked marketing skills & capacity
Individual Tax Preparation
Form 1040 | Form 1040-NR | Amended Returns | Schedule C | Stock and crypto currency transactions | Rental properties | All State and Local tax returns
Small Business Tax Preparation
Form 1120-S | Schedule C | Rental properties | We can provide bundled packages or contact us for customized quotes
Bookkeeping
Accurate bookkeeping is the basis of all accounting. It helps you keep track of your income and expenses
Financial Planning
Plan when to sell your loss leaders and how much to invest in your retirement for the best ROI.
Financial Statements
Monthly, quarterly and annual profit and loss statements and balance sheets provide your stakeholders with an overview of your business' financial health
Incorporation
We help you determine what is right for you - LLC or incorporation or something else | We take care of all the paperwork with your state
DISCOVER US
What started as a hobby has now turned into a business.
I started out helping family and friends prepare their tax returns because I had the knowledge and people wanted to share their most intimate data with someone they trusted. From there, I started getting requests to help friends of friends who needed help and wanted to pay a fair price.
Over the last 15 years, the business has grown from 17 clients to over 300 (in 2021). We now prepare individual tax returns, business tax returns, provide tax planning, accounting and bookkeeping services. We also help you incorporate your small business.