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Tax Services 

  • Preparation of Individual Federal and State Tax returns

  • Tax Planning

  • Preparation of Business Federal and State Tax returns

  • Assist in Sales Tax Preparation 

  • Property Tax Preparation 

  • Annual Budgeting

  • 1099s Preparation                    

Accounting Services 

  • Compiled Financial Statement Preparation

    • Monthly / Quarterly / Annual Financials 

    • Journal Entries​

    • Depreciation

    • Reconcile All Bank Accounts

  • Business Start-up Assistance

    • Assist with entity selection​

    • Secretary of State filing requirements

    • Department of Revenue fillings requirements

    •  IRS filing requirements


QuickBooks Pro Advisor Services

  • QuickBooks Set-up

  • Support

  • Training 


Individual Consultation

  • Tax Planning

  • Annual Budgeting

  • IRS Correspondence

The above is a brief list of services we offer, please telephone our office to discuss your
specific individual or business situation. 

Your privacy is important to us.

Privacy Policy

We collect nonpublic personal and business information about you from various sources, including, but not limited to:


  • Interviews regarding your tax situation

  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data

  • Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R,1099-INT and 1099-DIV, and stock transactions


We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.


We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.


If you have any questions about our privacy policy, contact our office at 720-295-1040.

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