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(coverage area: United States for both Individual and Business)

Services offered to Individuals

Financial Planning…Obtain help with your retirement planning, child’s education, investment goals
Income Tax Planning..Plan for the a good return by discussing strategies before the year-end
Income Tax Preparation..Have your tax return prepared by an individual with thirty years experience as an accountant

Services Offered to Businesses:

Business setup…Are you planning on starting a new business, obtain advice on the proper type to choose
Payroll…Do you need help with your payroll? I can do your complete payroll for you and take the worry away. Let me show you how I can help you to concentrate on what you do best.
Financial Bookkeeping..Have all your day to day functions performed by an accountant with over thirty years experience. I can setup your accounting on an accounting software I help you to purchase or link to your own accounting software.
Accounting…..Have your financials reviewed by an qualified accountant experienced in preparing and reviewing the journal entries needed to finesse your financial reports
Preparation of Financial Statements…Let me prepare the financial reports necessary for tax preparation and financial analysis
Preparation of Budgets and Reporting…Need help with your budgets? Let me provide the expertise and assistance to help you with the preparation, analysis, and reporting of actual to budget reports
Financial Analysis….Have your results analyzed with key performance indicators, find out how your business is doing and what you can do to improve it.
Income Tax Preparation…Let me perform your income tax filing. I have passed the CPA exam and have over thirty years experience as an accountant.

Contact us at 801-682-1887