Tax & Accounting Services for
Real Estate Investors & Small Businesses
Helping business owners save time, make more money and pay less taxes.
Tax Preparation Services
Looking for help with your 2024 tax prep?
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Free Resources
Our Approach
Clear & Transparent
We believe in setting clear expectations so you know exactly what you’re getting, how the process works, and what it will cost. Trust is a crucial part of any relationship, and we aim to earn yours by consistently delivering value that exceeds your expectations. Partnering with us should be a win-win for everyone involved or it doesn’t make sense.
Collaborative
Communication is essential. We prioritize fully understanding your goals, values, and the vision you have for your business before starting any of the work. Then focus on explaining things in simple terms and fully disclosing the pros and cons of all decisions. We value your input, always encourage feedback, and won’t implement anything that you don’t understand.
Proactive
We take an iterative approach with clients that’s centered around continuous improvement. Your circumstances are always changing, so we focus on delivering timely and accurate information which allows you to make informed business decisions in real time. This forward-thinking mindset helps us identify additional opportunities, anticipate potential problems, and take action in a proactive manner.
Services We Offer
Bookkeeping
Recording and reporting on all the financial transactions of your business, so you can focus on what matters most and make decisions in real time.
Tax Preparation
Timely and accurate tax filings focused on minimizing your involvement to make tax season a stress and hassle-free process.
Advisory Services
Detailed reporting and analysis to help you interpret the numbers, set goals, develop a plan, and run your business more effectively.
QuickBooks Clean-Up
Are your books a mess? We’ll help you clean them up and avoid running into the same problems in the future.
Tax Planning
Proactively looking at your tax situation and implementing strategies to help you pay the least amount of taxes as legally possible.
QuickBooks Set-Up & Training
Assistance with setting up your QuickBooks file and teaching you the basics of how to use it.
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![Certified Financial Planner]()
Certified Financial Planner™
Strategies to grow your business
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![IRS Enrolled Agent]()
IRS Enrolled Agent
Tax reduction strategies
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![QuickBooks Online ProAdvisor]()
QuickBooks ProAdvisor
Managing your day-to-day finances
Let’s Talk!
Schedule a free 1:1 introductory session to see how we can help your business.
