Small Businesses

Our small business services focus on saving time on bookkeeping so you can run your business; having ongoing financial discussions to grow your business and finally, tax planning at year-end.  We set up QB files, if you don't already have them, and provide remote computer access to answer questions throughout the year. 

Medical Practices

As a certified healthcare business consultant, we have the background and resources to assist your medical practice in being profitable and finding ways to minimize your tax liability at year end. 

Individual Taxes

We work with individuals to prepare federal, state, and local taxes as well.  Taxes are becoming more and more complex and changes in the employment landscape with regard to varying COVID situations have added another layer of concern.  We will work with you to ensure your taxes are prepared in a timely and accurate manner. 

NonProfits

We provide services for nonprofit organizations from start-up through 990 filings and required audits.  We are certified in nonprofit accounting through the American Institute of Certified Public Accountants and have a strong community and service focus in this area within our firm. 

Financial Coaching

We work with individuals and families to teach sound financial and budgeting practices.  If you find yourself drowning in student loans, or other personal debt, we guide you through the steps to become debt-free.  Once you are financially stable, we turn the conversation to creating a legacy for your family.