Thousands
Pieces of Paper Saved
Infinite
Office Locations
200+
Happy Clients
Numerous
Hours & Money Reclaimed
Certifications & Recognitions
We are fully licensed, insured and current on laws & Regulations.
Chartered Tax Professional
We are a Chartered Tax Professional (CTP) offering convenient and expert tax advice and tax services.
Quickbooks Certified
We are a Quickbooks online ProAdvisor with the expertise and knowledge to manage your account and track revenue.
Enrolled Agent
Admitted to practice before the IRS, an EA is a person who has earned the privilege of representing taxpayers before the IRS.
Cannabis Compliant
We are a cannabis compliant accounting company, knowledgeable in 280E federal law, and prepare Cannabis tax returns.
Our Practice Areas
We offer a wide range of services. Please reach out if you have any questions or want more details.
Bookkeeping
Flat-rate bookkeeping including: monthly account reconciliation and close books, financials report package e-mailed, Payroll via Intuit (QBO), and more.
Set-Up and Training
Set-up of custom Quickbooks Online including: Chart of Accounts (COA), Custom invoice and form design, Inventory tracking, and more.
Tax Preparation
Personal and business tax preparation including: Remote preparation of Federal and State returns, secure document uploads, Docusign, and more.
Tax Resolution
Review & Respond to IRS Notices including: abatement of penalties, offers in compromise, payment plans (Installment Agreements), and more.
How It Works
Please find below the easy-to-follow steps that you can follow to ensure your progress is moving forward successfully. Thank you for choosing us as your partner. Reach out to us with any questions!
Consultation
Let's schedule a meeting to assess your situation, listen to your concerns and create a comprehensive plan. Count on our dedicated team to provide excellent service, support, and guidance towards your success.
Strategize
We will consider every detail to ensure an easy-to-implement strategy, tailored specifically to your business or personal life. We provide expert guidance and support throughout the process.
Take Action
With our dedicated and experienced team, you can trust that your needs are handled with care and precision. We guarantee comprehensive services that enable you to focus on your core business.
What Our Clients Say
We’d like to share positive feedback from satisfied clients to show our effective and personalized services. Thank you for considering us and we hope to work with you soon!