These 60-minute sessions (can be held virtually or in-person) will allow you to gain the financial clarity you desire related to your business, personal or tax concerns.

During these sessions, we will:

1. Discuss & Evaluate Your Concerns

2. Develop REALISTIC Financial Goals

3. Create a Financial Plan (Business Budget, Personal Budget, or Tax Plan)

4. Establish a DETAILED Plan of Action

These packages are designed to help businesses:

• Develop A Solid Accounting Structure

• Understand Your Current Cash Flow Cycle

• Determine Ways To Increase Your Revenues and Profit Margins while Keeping Expenses Controllable.

We offer three packages for businesses at every stage of business growth.

Accounting not one of your strengths?  Not only will we assist in the formation and/or cleanup of your accounting structure, we will be your FULL-SERVICE accounting department on a monthly basis. We offer two affordable packages which include monthly bookkeeping, payroll, tax filing, QuickBooks management, and so much more!

We offer affordable and ACCURATE tax preparation services for:

• Individuals with income from employment
• Self - employed/business owner
• Individuals with income from employment and side businesses

Tax filing services range from payroll, sales, federal, state, and local taxes. 

An income tax consultation must be booked to discuss the nature of your tax needs, as well as, to discuss items needed to bring to your tax appointment.