Budget Analysis 

We develop your personal and/or organization's budget and review budget proposals for completeness, accuracy, and compliance with laws and other regulations. Additionally we do the following:

  • advise various institutions—including governments, universities, and businesses—on how to organize their finances.
  • prepare annual and special reports and evaluate budget proposals.
  • analyze data to determine the costs and benefits of various programs and recommend funding levels based on their findings.
  • use cost-benefit analyses to review financial requests, assess program tradeoffs, and explore alternative funding methods.
  • examine past budgets and research economic and financial developments that affect the organization's income and expenditures.
  • recommend program spending cuts or redistributing extra funds.
  • oversee spending to ensure compliance with the budget and determine whether changes to funding levels are needed for certain programs.
  • evaluate programs to determine whether they are producing the desired results​.
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Full Charge Bookkeeping and Payroll

Regardless of your bookkeeping needs, we can handle them ALL! We offer full service bookkeeping, including:  payroll, accounts payable, accounts receivable, bill pay, invoicing, financial reporting and more.  We work thoroughly, effectively, and honestly.
With the knowledge and experience related to major economic industries technology, we have the expertise you would expect from a qualified bookkeeper to support your business. We help both entrepreneurs and individuals take back control of your finances by helping you to organize your money flow, get your bookkeeping together so that you can get intimate with your numbers, and put systems in place to keep more of the money you make.
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Taxes


TurboTax and other DIY tax software can be time-saving tools, but only if you understand all the tax laws and all the nuances of the software. The tax laws for both individuals and corporations continue to become increasingly complex which is why it’s crucial to have a tax professional file on your behalf. Whether you need Personal Tax Preparation or Corporate Tax Preparation, we will assist you with making sense of our complex tax code.  When we prepare your taxes, we work with you to understand your circumstances and minimize your tax liability and exposure to an IRS audit. 

For individuals, we can prepare your personal income taxes, advise you on financial matters, and assist you with your investments, real estate transactions and retirement planning.  Additionally, even corporate tax returns prepared by professional tax accountants are wrong.  Each year we look at many corporate and partnership returns prepared by other tax preparers and find we have to amend the returns.  Give us a call and let us take a second look at your returns. At no charge to you: we will check for any errors or omissions, verify that the correct tax return for your business entity is filed, and ensure all credits and deductions are included on your return.
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Whether you have a question during tax time with your tax return, require our tax preparer to take care of your return or a CPA to answer the most complicated tax question we can assist!
​Contact us for a Free 30 minute consultation or to have us take a look at your tax returns for inaccuracies or potential issues. 
​We look forward to working with you and guiding you through the preparation process.