Tax Preparation

    • Individuals
    • Small Businesses
    • 1099 Filing
    • Payroll Taxes
    • Sales Taxes
    • Tax Representation
    • Tax Planning

Financial Coaching

    • Develop strong money management skills
    • Understand your spending and saving habits
    • Budgeting and tracking of expenses
    • Debt elimination process and timeline
    • Financial planning for retirement

Accounting Services

    • Bookkeeping
    • Month-end bank account reconciliation
    • Preparation of financial statements
    • Yearly budget, monthly forecasting and variance analysis
    • General ledger chart of accounts setup
    • Quickbook Online Portal setup and training

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