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What we do

Let us take the stress out of running your business

Individual Tax Preparation & Planning

Taxes don’t have to be daunting, we make the tax process easy and smooth. Sail through tax season with personalized, expert support.

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Businesses - Virtual Back Office

Put your focus back on your business by handing your accounting work over to our firm. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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WHO WE SERVE

Life's better when people understand your needs

Professional Services

We are committed to helping professional service providers build successful enterprises.

Restaurants & Bars

Allow us to serve you with expert accounting support and strategic guidance.

Trade

Helping HVAC, electrical, plumbing, landscaping, & other service based trades streamline their tax & accounting functions, so they can focus on servicing their customers.

Retail

Serving the retail industry with expert accounting and advisory support.

Individuals & Families

Our concierge packages help individuals with involved tax situations comply with their filing requirements, plan & strategize to minimize their tax, and better coordinate their tax & overall financial planning.