Everything yournumbers need.
Four service areas, one point of contact. Every engagement is scoped and quoted individually, because no two businesses carry the same workload.
Tax services
Strategic tax solutions that save you money
Do not overpay in taxes. We specialize in proactive tax planning and accurate preparation, so you take advantage of every available deduction and credit. Compliant and cost-effective, with the planning done before the bill lands rather than after.
- Federal and state tax returns
- Individual returns and personal tax preparation
- Business returns for LLCs, S-corps, partnerships and 990 non-profits
- Proactive year-round tax planning
- Deductions and credits review
- Estimated payments and quarterly filings
- IRS and state tax authority representation
Business services
Helping your business reach its full potential
Is your business operating at its highest efficiency? We help streamline operations, ensure regulatory compliance and drive profitability, with expert insight and strategy that strengthens your business from the inside out.
- Monthly and annual financial statements
- Bookkeeping and account reconciliation
- Payroll processing and filings
- Regulatory compliance review
- Profitability and cash flow analysis
- Budgeting and forecasting
- Business structure and entity guidance
Wesley Professional Accounting Software
Get the most out of your accounting software
We work with Wesley Professional Accounting Software and will show you how to make the most of it. Professional setup, training and ongoing support, so your system works seamlessly for your business instead of against it.
- Initial setup and chart of accounts
- Migration and file clean-up
- One-to-one and team training
- Ongoing support and troubleshooting
- Reporting tailored to how you run the business
- Integration with payroll and banking
Services for individuals
Secure your future, maximize your wealth
In today's world, protecting your personal finances is more crucial than ever. Our individualized accounting services are designed to safeguard your assets and help you make the most of your income, for peace of mind for you and your family.
- Personal income tax preparation
- Year-round tax planning
- Estimated tax payments
- Financial consulting and review
- Support with IRS or state correspondence
No set price list.A quote built around you.
Fees depend on the size of the business, transaction volume and whether payroll is involved. You get a written scope and a figure after a short call, before any work begins.
Tell us what you need and we will price it properly.
Request a quote