Small Business Services

If you own a small business, it's important for you to understand what your profits (or losses) are at all times throughout the year.  We not only provide financial statement reporting for your business, we help you understand the strengths and weaknesses of your business.

We understand that each business is unique and take the time to dive into the details of what drives your business.  Relationships with banks and insurance companies are important. We can work with your bank and surety to ensure that they have the most accurate information and act as your advocate.

Tax Services

Our tax services are comprehensive and cover your every need.  Unlike franchise tax services, our office is open all year.  You will see the same friendly professionals year after year.

We use the latest technology in preparing tax returns to ensure the highest degree of compliance with ever-changing tax laws.  Our systems are cloud based, and our office is paperless.  So your personal information is always secure with our firm.

​Comprehensive Services

  • Complimentary Initial Meeting
  • Fixed fee structure - disclosed in advance
  • Business Financial Statements
  • Business Tax Planning & Preparation
  • Personal Tax Planning & Preparation
  • Retirement Planning
  • Estate & Trust Planning and Tax Preparation