Looking for additional services? We’re here to help!

Need a recommendation for another service – We have a great group of professionals in our corner – Estate planning attorney, Insurance, Mortgage, Real estate, Bankers, Retirement, Life/disability insurance. We are happy to connect the people who take care of us with the people we care about. Please ask, we are happy to help.

Business Formation  (Typically at $1,750)

Starting a new business? Need to form an S-Corporation or an LLC.

  • First, we’ll examine the differences, benefits, cost, responsibilities to determine which entity type is best for you
  • Then we will take care of all the paperwork (initial fees included) from start to finish
  • We’ll make sure you have guidance as to how to operate your new entity
Estimated Tax

Trying to avoid “Underpayment Penalties”

  • We’ll review your current situation
  • Make some projections for the future
  • Discuss best case/worst case scenarios
  • Make a management decision as to an appropriate amount to send in to help you budget, avoid penalties and stay ahead of the game
Sales Tax Returns
  • Work with you to make sure you are reporting sales tax correctly
  • Set up a system to save for and pay your sales tax
  • File sales tax returns and remit payment
Rental Property Bookkeeping (Starting at $250/mo)
  • Consult with you on “Best Business Practices” for rental properties
  • Setup an organized operation
  • Track and report all rental activity
  • Use reports for tax planning