Services Overview


Tax Planning - (Reduce Your Income Tax Liability)

  • Start knowing and become aware of how much you could reduce your income tax liability by implementing the strategies described in a tax plan customized to fit your specific tax situation.

  • Many Individuals and Business Owners can save thousands with a tax plan, even if they have a CPA.

  • If you don’t make $1,000,000.00 you still may be able to reduce your income tax liability by thousands per year.

  • Most Accountants specialize in tax preparation, I specialize in tax reduction.


CFO Services (Maximize Your ROI)

We can take over all of the accounting for your business or we can provide a range of ROI maximizing services listed below:

  • Accounting Automation Consulting to maximize efficiency of your accounting dept.

  • Start Knowing where your company stands financially with accurate custom reporting.

  • Financial Strategy Development to help lower your company’s risks and achieve goals.

  • Policy maintenance and creation to place the accounting dept. on a path to accuracy and integrity.

  • Quality Control for your accounting department by providing oversight as a 3rd party.

  • Liaising with outside financial parties such as income tax preparer, audit CPA, factors, banks, and other capital sources

  • Custom Training to have you and your team up-to-date quickly on the application of accounting concepts in using your current accounting software, or training on a brand new software of your choice.

  • Custom Consulting for those that need various projects on a one time or recurring basis such as: figuring out payroll errors, solving accounting software problems, or those needing further insight on their financial reports.


Business Tax Preparation

  • We'll take care of your taxes: business owners are our specialty.

  • We’re paperless and use secure, cloud based document portals to transfer files.

  • E-Filing is encouraged, makes things much easier, but not a must.