Our business operates as an accounting, tax, and advisory service provider for small to mid-sized businesses and individual clients.
A Veteran Owned Company
CPA Services for the Small-Business & Individual
The work process involves meeting with clients, securing access to their financial data (invoices, bank statements, payroll records), utilizing professional accounting software (e.g., QuickBooks, etc) and applying generally accepted accounting principles (GAAP) and relevant tax laws to produce accurate financial documents and filings.
Our core operations include Accounting/Bookkeeping, Tax Services, and Advisory and Consulting.
Accounting & Bookkeeping
Monthly or quarterly maintenance of financial records, including processing transactions, reconciling bank accounts, and preparing internal financial statements (e.g., balance sheets, income statements).
Tax Services
Preparation and filing of various federal, state, and local tax returns (e.g., individual 1040, corporate 1120/1120S, partnership 1065). This includes tax planning and compliance support.
Advisory & Consulting
Providing financial analysis, business planning, budgeting, forecasting, and general business advice to help clients improve operational efficiency and profitability.