Tax Preparation and Assistance

  • Individual
  • Business
  • Payroll Tax
  • Sales Tax
  • Tangible Tax
  • Tourist Tax

Representation with the IRS

  • Audits
  • Offers-in-Compromise
  • Penalty Abatement
  • Delinquent Tax Returns

QuickBooks Training and Setup

  • Setup of business on QuickBooks for effective management of company cash flow. Once setup, we can provide training on program usage. Certified in QuickBooks Online  and QuickBooks Desktop 2017 and experience with QuickBooks desktop software since 2006.


  • Assistance in setting up and preparing payroll for employees as well as filing all required employment tax returns.
  • Assistance with your third-party payroll provider (ADP, Paychex, etc) as needed

Business Consulting

  • Experience and advice on business setup, business startup, workflow processes, and even access to a turnaround specialist for companies looking to improve their bottom-line.


  • General company bookkeeping including data entry of checks, invoices, bills, payments, credit card and banking transactions, monthly bank and credit card statement reconciliations, etc.

Accounting Services

  • Miscellaneous, as-needed services, including (but not limited to) Preparation of Financial Statements for management’s internal use.
  • Independent consulting with other CPA firms for concierge accounting services.