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Schedule a free consultation with our advisors

Unlock the potential of outstanding financial services with our comprehensive Tax Preparation, Notary Solutions, and Bookkeeping services. Our team of experts is here to guide you through aligning your tax matters, legal documentation, and bookkeeping needs with precision and compliance. Elevate your financial journey by taking advantage of a complimentary consultation today.

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Services

 

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Tax Services

  • Personal Income Tax Filing
  • Business Tax Returns
  • Tax Planning and Strategy
  • Small Business Accounting
  • IRS Audit Assistanc
  • Electronic Filing (E-file) Services
  • Estate and Trust Tax Preparation
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Notary Services

  • Notarization of Legal Documents
  • Witnessing Signatures on Deeds and Contracts
  • Power of Attorney Documents Notarization
  • Vehicle Title Transfers Notarization
  • Affidavits and Oaths Notarization
  • Mobile Notary Services 
The third customer benefit

Bookkeeping 

  • Dedicated bookkeeper.

  • Automatic transaction import.

  • Accrual-basis accounting.

  • Monthly financial reporting (profit and loss, balance sheet, cash flow statements).

  • Burn-rate calculations.

  • Payroll and balance sheet reconciliation.

  • Four connections to financial institutions (banks, credit cards and payment processors).

  • Standard chart of accounts.