CPA · Consultant
Certified Women-Owned Business
%20(1).png)
Certified Public Accountant (CPA), Bookkeeping, 22 plus years of experience, Tax Preparation (Individual and Business), Tax Strategic Planning, QuickBooks Pro-Advisor, Audits, Tax Resolution and Representation, Tax Issues, Human Resources, Business Advisory, CPA Advisory, 2023 Readers' Choice Award For Best Tax Preparer, Se Habla Español
Financial Management & Consulting
Experience precision and strategic insight with our Financial Management and Consulting services, crafted for both businesses and individuals. Our comprehensive solutions cover a spectrum of financial needs, ensuring robust support for your unique requirements. Elevate your financial strategies with our expert guidance and personalized approach.
Elevate Your Financial Strategy with Our Services
Discover a diverse range of financial services crafted to enhance your financial strategy and propel you towards success:
Tax Resolution & Representation
Confidently overcome tax-related challenges with our expert representation and resolution services. Whether you're a business or an individual, trust in our expertise to handle and resolve tax matters effectively.
Key Features:
-
Expert Representation: Seasoned professionals represent you with confidence, ensuring your interests are protected.
-
Comprehensive Resolution: Navigate tax challenges effectively with our strategic resolution services.
CPA Advisory
Benefit from expert advisory services for strategic financial decisions. Our advisory services cater to businesses and individuals seeking personalized financial guidance.
Distinctive Features:
-
Strategic Financial Decision-Making: Receive expert advice for making informed and strategic financial decisions.
-
Personalized Guidance: Enjoy tailored advisory services that understand the unique financial landscape of businesses and individuals.
Bookkeeping & Accounting
Maintain order in your financial records with our precise bookkeeping and accounting services, providing comprehensive solutions tailored for both businesses and individuals.
Key Features:
-
Meticulous Record-Keeping: Ensure your financial records are impeccably organized for informed decision-making.
-
Tailored Solutions: Enjoy customized bookkeeping and accounting services that cater to the unique needs of businesses and individuals.
Sales Tax Reporting
Effortlessly navigate sales tax reporting processes to comply with regulations. Our services guarantee accurate and compliant reporting, serving businesses and individuals alike.
Key Highlights:
-
Regulatory Compliance: Ensure adherence to sales tax regulations, minimizing the risk of non-compliance and penalties.
-
Efficient Reporting: Streamline sales tax reporting processes for enhanced efficiency in financial operations.
Payroll Services
Experience efficient and accurate payroll processing, ensuring timely employee payments. Our streamlined payroll solutions are suitable for both businesses and individuals.
Key Advantages:
-
Timely Employee Payments: Ensure accuracy and timeliness in payroll processing for heightened employee satisfaction.
-
Compliance Assurance: Stay compliant with payroll regulations, avoiding potential legal issues.
Annual Federal & State W-2s & 1099s Filing
Place your trust in us for the meticulous preparation and filing of annual W-2s and 1099s. Our precision-driven services cover businesses and individuals comprehensively.
Notable Features:
-
Accurate Filings: Guarantee precise and timely preparation and filing of W-2s and 1099s.
-
Comprehensive Coverage: Our services cater to both businesses and individuals, offering a comprehensive approach to filings.
Business Consulting
Unlock strategic insights and advice to help your business thrive. Our consulting services extend to businesses of all sizes.
Key Offerings:
-
Strategic Business Insights: Gain transformative insights providing a roadmap for growth.
-
Customized Solutions: Tailored consulting services addressing specific challenges and opportunities.
Tax & Financial Planning
Strategically plan your taxes and finances for a secure and prosperous future. Individuals and businesses alike can benefit from our tailored planning services.
Noteworthy Aspects:
-
Forward-Thinking Tax Strategies: Stay ahead with forward-thinking tax planning strategies.
-
Holistic Financial Planning: Our services go beyond taxes, encompassing a holistic approach to financial planning.
QuickBooks Support
Receive expert support for QuickBooks-related inquiries and challenges. We offer assistance to businesses and individuals using QuickBooks.
Key Benefits:
-
Expert QuickBooks Assistance: Receive expert support for QuickBooks-related inquiries, ensuring smooth and efficient financial management.
-
Solutions for Businesses and Individuals: Our support services are designed to address the unique needs of both businesses and individuals.
QuickBooks Online Set-Up
Efficiently set up QuickBooks Online to streamline financial management. Our services cater to businesses and individuals transitioning to or using QuickBooks Online.
Distinctive Highlights:
-
Seamless Transition to QuickBooks Online: Make a seamless transition with our expert set-up services.
-
Tailored Solutions: Our set-up services are designed to meet the specific needs of businesses and individuals.\
QuickBooks Online Clean-Up
Ensure the accuracy and reliability of QuickBooks Online data with thorough clean-up services. Our cleaning services are tailored for businesses and individuals seeking precision in their financial records.
Key Points:
-
Data Accuracy: Thorough clean-up services to ensure precision in your financial records.
Customized Savings Solutions
Clients have the opportunity to construct personalized monthly packages, optimizing their savings and ensuring they access the necessary services at a cost-effective rate. Our adaptable packages are crafted to address the distinctive needs of both businesses and individuals.
Schedule Your Appointment Today!