Helping individuals, small businesses, conservators and trustees clear the fog that paralyzes them from dealing with the accounting and tax responsibilities they are required to manage and maintain is what I do.
Every business needs to have their accounting system accurate, streamlined and maintained. This gives the owners the ability to move their business onward and upward. It also provides accurate information when it is time to file and pay taxes. Conservators are required to provide an accounting to the court(s), on behalf of a protected person. Trustees are required to provide an accounting to participants / beneficiaries and file tax returns.
Experience and the ability to understand both sides – accounting and taxes – gives me the edge to help my clients fulfill these responsibilities.
• Enrolled Agents (federally licensed with the IRS)
• Certified ProAdvisor QuickBooks
• Accredited Tax Advisor
• Accredited Tax Preparer
Questions? Just give us a call today!