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Our Services
Small Business Bookkeeping
Looking to streamline your financial management? We utilize QuickBooks to categorize your transactions, reconcile your bank and credit card accounts, and deliver up-to-date financial reports. With our help, you can efficiently run your business and be well-prepared when tax time arrives.
Tax Preparation & Consultation
We specialize in preparing both business (Schedule C, Partnership & S-Corp) and personal tax returns. We also offer assistance and consultation services for clients that want to prepare their own taxes but desire a second set of eyes from a professional for extra assurance. Our team is dedicated to being your trusted tax advisor all year round, ensuring you optimize your taxes and uncover potential savings. We're here to answer any tax questions you have, providing support and guidance every step of the way.
Money Coaching
Ready to transform your financial life? We understand the stress that comes with managing finances, and we're here to help. We're dedicated to guiding stressed-out professionals who, despite their hard work and achievements, feel lost and overwhelmed. You deserve to feel confident about your money, and together we can change that for good.
