GET STARTED WITH US.
DISCOVERY CALL
All NEW CLIENTS must schedule a 15 minute discovery call to determine if we are the right fit for you & discuss interest in the below specified services.
See the scheduling assistant at the bottom of this page to get started!
advisory
Our advisory call is suggested to discuss any tax, bookkeeping, or accounting strategies that clients may require. This is for new, short-term, and ongoing clients.
It is essential for new clients to complete the discovery call before moving forward with the advisory portion.
tax preparation
We provide tax preparation services for all of the below listed tax types. If your tax obligation is not included on this list, schedule a discovery call to see if it is something we can tackle together!
SALES | FEDERAL INCOME
PAYROLL | STATE
bookkeeping
We offer accurate and timely financial services to clients. Our bookkeeping packages provide several levels of assistance that promote a clear understanding of business finances and enhances informed decision-making.
LIVE [or not live] training
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