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BOOKKEEPING

- Quickbooks Online or Desktop

Even if you are not already in Quickbooks, we can get you there. Whether you have shoebox full of receipts or existing organized financials, we can pull everything together into legible and easy to read books. We pride ourselves on being on the judgement-free side of accounting, because we know firsthand how intimidating all of it can be. We like to make things easy to understand and offer insight on areas of improvement. We work one on one with our clients and give personal attention to each client. We promise to never ghost you, and we will always be transparent in our responses.

If any of this resonates with you, then you are our kind of people, and we should work well together.

TAX PLANNING

Whether you're a business owner or W2 earner, there is a solution for everyone. Our team has already saved our clients millions, and our tax assessments are a no-risk money-back guaranteed process. The process starts with a review of your current-year tax liability, and a deep dive into your last two tax returns. Then we analyze your finances and identify deductions, investments, and credits using IRS tax code that significantly reduce your tax liability and invest in your future. If we don't find at least $10,000 in tax reductions, you get your money back! 

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TAX PREPARATION

Our team of experts will be able to process personal and business tax returns, both federal and state levels. Our office is a one stop shop for all of your tax return needs. 

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