PAY A BILL

Service Offerings

We believe that the best way to achieve your goals is to build a tax strategy together. Our trusted adviors work with you hands on to materialize your tax goals.
With a strategy in place, we provide the resources to keep you compliant with federal and state agencies with a tailored compliance package.

Our Process

01. Evaluate a Relationship
Before engagement, we get to know each other and make sure we are the right fit for your needs.
02. Initial Consultation
After engagement, we perform a comprehensive review of your tax and accounting processes.
03. Provide Feedback
We then share the results of the intial consultation with you and provide a gameplan moving forward.
04. Execute On Opportunities
What good is a gameplan if it isn't fulfilled? We ensure you cross the finish line with all questions answered along the way.
05. Maintain
Going forward, we make sure you are compliant and actively seek out additional opportunities as they arise.

Advisory Services

Developing a tax savy business strategy requires a partnership with a knowledable accountant. Our advisory services are a custom solution for entrepreneurs as a result of an initial consultation and ongoing check-in meetings. Our advisors schedule time to listen, discuss, and learn about your aspirations and future plans to regularly ensure your tax efficiency. The result of this planning is a straightforward tax season and a clear path forwards to your goals. Advisory can take a lot of different shapes depending on your path. Whether you are an active investor, planning to transfer your wealth, evaluating a new business opportunity, looking to grow your business, or planning to exit your business our advisory services have something to offer you
  • Entity Structure Planning
  • Business Best Practices
  • Fringe Benefit Planning
  • Succession Planning
  • Estate Planning
  • Advanced Tax Strategies
  • Tax Efficiency Analysis
  • Independent Contractor/Employee Analysis
  • Accounting System Coaching
  • Business Analytics/Reporting
  • Audit Exposure Analysis

Maintenance Services

Individual and Business Tax Returns

Preparing your own tax return can be confusing, frustrating, and costly. Constantly changing tax laws can perplex even the savviest taxpayer resulting in money-saving deductions and credits being overlooked. We don't just help prepare your tax return, we work with you to understand the ins and outs and develop a plan for future years. In addition to the basics, our tax specialists are experienced in complex stock transactions, crypto-currency taxation, estate taxes, and tax planning. If you have received a tax notice, our team can represent you before the IRS, resolve the issue, and end the countless IRS letters.

Accounting

Well-organized, timely, and accurate financial information is critical to your business's financial health. We offer a broad range of accounting services including bookkeeping, financial statement preparation, and financial analysis. Whether you need help evaluating financing options, securing a loan, adjusting pricing, or budgeting, our accounting professionals can help you through the process with meaningful insights and data visualizations. We collaborate with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Sage 50, AccountingSuite, Accounting CS and more.

Payroll

Payroll processing can be a labor-intensive chore, particularly for small business with limited staff. Our firm is able to ease those pressures with efficient, reliable payroll processing including: check printing, direct-deposit, deduction management, payroll tax reporting, and W-2 processing. If you're deciding to hire employees but do not know what the costs or requirements are, we provide education and financial analysis so you understand what you are getting into. Alternatively, maybe you are wondering if your help is really contract labor. We can help you answer those questions and everything else payroll.