At our accounting firm, we specialize in delivering a full range of financial services tailored to meet the needs of small businesses and entrepreneurs. Our comprehensive suite includes:
Bookkeeping
Tax preparation
Payroll processing
Estimated tax calculations
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What kind of accounting services do you provide?
Bookkeeping Services – Weekly, Monthly & Quarterly
I offer flexible bookkeeping options tailored to your needs—whether you need weekly, monthly, or quarterly bookkeeping, or year-round support to keep your financials organized and accurate.
In addition to full-service bookkeeping, I also provide quarterly reviews for business owners who manage their own books but want a second set of eyes. I’ll review your records, verify accuracy, and offer helpful tips if anything looks off—so you stay on track and in control.
If you're new to bookkeeping, I can also help with the initial setup and onboarding process, ensuring your systems are built correctly from the start.
Why is it so important for businesses to hire a great accountant?
One of the most important reasons to hire a great accountant is for the long-term success of your business. While staying organized is often the most obvious reason, the value goes far beyond that.
As a small business owner myself, I understand the challenges of keeping track of invoices, managing vendor relationships, and staying on top of your financials. I've seen clients overpay in taxes simply because they weren’t sure what was deductible and what wasn’t.
If you want to build a strong, successful business with long-term value—especially if you’re thinking about an exit plan in the future—having a knowledgeable, reliable accountant is key. It’s not just about filing taxes; it’s about creating structure, staying compliant, and making smart financial decisions year-round.
An experienced accountant can help you stay organized, efficient, and ready for growth.
What do you love most about your job?
I’m passionate about helping small businesses succeed and building lasting relationships with each client. By understanding their industry and consistently delivering value, I aim to be a trusted partner for long-term growth.
What inspired you to start your own business?
I started my own accounting firm because I wanted to make a real difference for small business owners—people like me, who work hard every day to grow something meaningful. After years of working in tax and accounting, I saw firsthand how many business owners were underserved, overpaying in taxes, or simply overwhelmed by the numbers.
I wanted to create a service that’s not just about crunching numbers, but about partnership, clarity, and long-term success. I believe in being approachable, reliable, and genuinely invested in my clients' goals. Starting my own business gave me the freedom to serve people on my terms—with honesty, transparency, and a focus on building strong relationships.
Why should our clients choose you?
Because we treat your business like it’s our own. At Efficient Tax & Accounting, we go beyond just filing forms—we help you understand your numbers, stay compliant, and make smarter financial decisions. Whether it’s bookkeeping, sales tax, payroll, or year-end planning, we bring experience, accuracy, and a personal touch to everything we do.
We know that not every business is the same, which is why we take the time to learn your industry, your challenges, and your goals. We’re here for the long haul—to support your growth, save you money, and give you peace of mind all year long.
When you work with us, you’re not just hiring an accountant—you’re gaining a reliable partner who’s invested in your success.
Can you provide your services online or remotely? If so, please add details.
Yes, we offer fully remote accounting and tax services, making it easy for you to get expert support—wherever you are. From tax filings to bookkeeping, everything we do can be handled securely and efficiently online.
Cloud-Based Software: All of our tools—including our tax software—are cloud-based, so your financial data is always accessible, accurate, and up to date.
Secure Document Portal: We use Canopy, a secure client portal, for uploading and sharing documents. Your privacy and data security are our top priorities.
Virtual Meetings: Connect with us by Zoom or phone at your convenience.
Real-Time Access: We work with platforms like QuickBooks Online, Xero, and more for seamless, real-time collaboration.
What changes have you made to keep your customers safe from Covid-19?
Your health and safety are our top priorities. In response to COVID-19, we’ve made several changes to ensure a safe, seamless experience for all clients:
Fully Remote Services: We offer 100% virtual consultations and services, so you can manage your taxes and bookkeeping without leaving your home or office.
Secure Online Portal: All documents are uploaded and shared through our encrypted portal, Canopy, reducing the need for in-person contact.
Digital Signatures: Forms and agreements can be signed electronically, keeping everything contact-free.
Flexible Communication Options: Whether by phone, Zoom, or email, we’re available to support you in whatever way works best for you.
We remain committed to providing the same high level of service while doing our part to keep you and our community safe.
Year-End Bookkeeping & Payroll Reconciliation
This service ensures your financial records stay accurate and up to date throughout the year. We’ll help you stay organized by maintaining your Accounts Receivable and Accounts Payable, and regularly monitoring your financial performance.
As part of this service, we also:
Reconcile Form 940 and Form 941 filings
Track and categorize payroll expenses
Ensure your books are year-end ready for smooth tax filing
Estimated Taxes
Projecting your tax liability and filing your estimated taxes on time.
Quarterly Sales Tax Filing Services
Filing accurate sales tax based on your financials.
Payroll Management
We take the stress out of payroll by handling everything from wage calculations to tax filings. Our service includes:
Accurate payroll processing
Filing Forms 940, 941, W-2s, and 1099s
Payroll tax compliance
On-time payments for your team
Reliable, compliant, and tailored to fit your business—so you can focus on what matters most.
IRS Notice Resolution
If you've received an IRS notice, don’t stress—we’re here to help. Our IRS Notice Resolution service includes:
Reviewing and analyzing IRS notices
Communicating with the IRS on your behalf
Resolving discrepancies and clearing up any issues
Ensuring compliance and preventing future notice
Tax Planning & PTET
Our Tax Planning service helps you minimize your tax liability and maximize your financial strategy. We’ll work with you to:
Develop tax-saving strategies tailored to your goals
Forecast your tax liability for the year
Take advantage of deductions, credits, and other opportunities
Ensure compliance with changing tax laws, including Pass-Through Entity Tax (PTET)
Advise on how PTET can benefit your business by allowing you to deduct state income taxes at the entity level
Tax Filing
Our Tax Filing service ensures your returns are accurate, timely, and compliant with all federal, state, and local tax laws. We handle:
Individual and business tax filings (Forms 1040, 1120, 1065, etc.)
Sales tax and payroll tax filings
E-filing for faster processing
Year-round support to address any issues that arise