Tax and Financial Planning

Keep more of your money, reduce your taxes

We specialize in individual (1040), sole proprietors/LLC (Schedule C), S-Corporations (1120S), C-Corporations (1120), partnerships/LLC (1065) and not-for-profit tax planning and reporting.


Many QuickBooks customers say their experience with QuickBooks is better when they work closely with a QuickBooks expert.

We have small business advisors and consultants with many years of experience managing company finances and reporting with QuickBooks.  We can assist you in building or improving your chart of accounts or develop tailored financial reports to improve management of your company through better use of QuickBooks.

ProAdvisors help businesses customize QuickBooks for their unique needs and help them get the most out of the software. ProAdvisors are also a great resource if you run into trouble with QuickBooks.


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