Personal tax, accounting, and financial planning needs…

• Personal tax preparation (including preparation of the Statement of Business or Professional Activities for self-employed individuals/partners, and effective tax planning for future years)
• Financial & estate planning (such as preparation of a comprehensive financial plan, an estate plan review, or a detailed succession/exit plan)
• Accounting services (including preparation of Financial Statements & bookkeeping assistance)

Business startup, growth, and all the stages in between…

Our business services help create environments where entrepreneurs serve their marketplace, employees, stakeholders, and communities with excellence.

• Business plan assistance (such as development of cash flow models to manage the success of each business growth stage)
• Business tax preparation (such as corporate tax returns & tax planning strategies for future growth)
• Financial and succession planning (including key retirement strategies that help reach long term goals)
• Accounting services (including assistance with bookkeeping and preparation of financial statements)
• Strategic consulting services (such as reviews of critical business strategies or business models, and development of a comprehensive strategic action plan)

Photo courtesy of Merlyn Guilderson Photography