Individual Tax Returns

We can handle every type of financial situation. From 1040 EZ to very complex (requiring many schedules and forms). Whether this is your first ever tax return filing or your 50th filing, we have the knowledge and experience to help you navigate the best scenarios for filing that offer the best results. We utilize Drake software for return preparation. Drake is nationally recognized as a leader in tax preparation software and is always current on tax laws, even if a change occurs during the tax filing season. Drake also allows us to store your past returns, making it easier to access your information to use for future tax return filings.

  • W2 Wage Earner or 1099
  • Single or Married
  • All Schedules
  • Property Sale/Capital Gains Situations
  • Investment Properties
  • Estate Tax Returns
  • E-Filing
  • Refunds (Direct Deposit Option Available)

Business Tax Returns

We handle all types of corporate tax filings:

  • Corporations
  • LLCs
  • Partnerships
  • Condo and HOAs 1120-H Returns

Bookkeeping and Business Controlling

Own a small business or thinking about starting one up?  Are you great at what you do, but struggle when it comes to keeping track of customer billing, payroll and expenses? Do you spend nights and weekends catching up on paperwork to keep the cash flowing? Let us help you free up your time and focus on what you do best.

We offer:

  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Payroll Processing (through ADP – affiliate partner)
  • Bank Account Reconciliations
  • State and Federal Quarterly and Annual Returns
  • Financial Reporting (P&L, Balance Sheet, Statement of Cash Flows
  • Budgets
  • Auditing
  • Basic Accounting Training

Not sure what the difference is between an asset or a liability account? Does your bookkeeper know? Many well-intentioned and self-employed business owners maintain their own books, but have no idea how to allocate income, expenses, capital contributions, assets or depreciation. This can cause confusion and inaccurate financials, and therefore many hours of time to audit and correct allocations when it comes time to file your tax returns. Save time, money and your sanity by letting us serve all your accounting needs. If you think you have an accounting problem, we would love to help you sort it out.

Accounting Software

  • Drake Software
  • QuickBooks Desktop
  • QuickBooks Online
  • Sage (Peachtree)