We are a dedicated small CPA firm committed to helping local businesses thrive. With years of experience and a passion for tax excellence, we specialize in providing tailored business tax services that save you time, reduce stress, and maximize your savings.
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What kind of accounting services do you provide?
Bookkeeping – Keeping track of financial transactions, organizing records, and maintaining accurate ledgers.
Payroll Management – Handling employee compensation, tax withholdings, and compliance with labor laws.
Tax Preparation & Filing – Ensuring accurate tax reporting, deductions optimization, and timely filings.
Financial Statement Preparation – Compiling balance sheets, income statements, and cash flow reports to assess financial health.
Business Valuation – Evaluating assets, liabilities, and market position to determine company worth.
Budgeting & Forecasting – Creating financial plans and predictions to support strategic decision-making.
IRS Audit Support – Assisting with tax audits, providing documentation, and representation.
Business Entity Structuring Advice – Guiding on the best tax efficiency and legal protection structure.
Retirement & Financial Planning – Advising on long-term financial security for individuals and businesses.
Why is it so important for businesses to hire a great accountant?
A great accountant ensures accurate records, tax savings, legal compliance, smart financial planning, and business growth. They keep your finances in order so you can focus on success.
What do you love most about your job?
It's the satisfaction of helping businesses thrive, navigating complex financial landscapes, or ensuring clients feel secure in their financial decisions. It could be the problem-solving, the precision, or even the relationships you build along the way
What inspired you to start your own business?
Starting a CPA firm often comes from a passion for helping businesses succeed, offering financial clarity, and making a meaningful impact. I am driven by the desire to provide personalized, trustworthy financial guidance rather than working within the constraints of a larger firm. I am also inspired by entrepreneurial freedom, which allows me to shape my vision, services, and client relationships.
Why should our clients choose you?
I bring expertise, reliability, and personalized service to their financial needs. Your firm offers strategic tax planning, precise bookkeeping, and trustworthy advisory services that help businesses grow and stay compliant. More than just numbers, you provide peace of mind, ensuring clients make smart financial decisions with confidence.
Can you provide your services online or remotely? If so, please add details.
I can also provide service online or remotely as:
1) Virtual Consultations – Clients can schedule video or phone meetings to discuss financial strategies.
2) Cloud-Based Accounting – Secure platforms like QuickBooks Online allow clients to access financial data anytime.
3) Digital Tax Filing – Seamless e-filing services for tax preparation and submissions.
4) Online Payroll & Bookkeeping – Remote payroll, invoicing, and financial records management.
5) Audit & Compliance Support – Secure document sharing and virtual assistance for IRS audits or financial reviews.
What changes have you made to keep your customers safe from Covid-19?
While COVID is now behind us, we continue to prioritize health and safety. We’ve maintained a rigorous cleaning protocol to ensure a safe environment for both staff and clients, alongside remote services and digital solutions for added convenience.
Business tax preparation and planning
Ensures accurate tax filing and strategic planning to minimize liabilities and comply with regulations.
Tax Deductions Optimization
Identifies potential deductions to help reduce taxable income and maximize savings.
IRS Audit Support
Provides professional guidance and representation in case of an IRS audit.
Quarterly Estimated Tax Filings
Helps businesses meet tax payment deadlines and avoid penalties by calculating and filing estimated taxes.
Business Entity Structuring Advice
Offers insights into choosing the right business structure (LLC, S-Corp, etc.) for tax efficiency and legal protection.
Business Evaluation
Assesses financial health, market position, and operational efficiency to support decision-making.
Bookkeeping
Maintains accurate financial records, tracks expenses, and ensures organized accounting.
Payroll Processing
Manages employee wages, tax withholdings, and compliance with labor laws.
Retirement Planning
Develops strategies for business owners and employees to secure financial stability post-retirement.