We Are Helping Individuals & Small Businesses Improve Their Financial Health
Tax Preparation
Weather you just have a simple W‑2, kids & education costs, or have something a bit more complex like if you are a homeowner or business owner and have donations & HSAs, an IRS Enrolled Agent like Isabel is the expert you need to help you file your taxes accurately, saving you money.
Payroll
We can handle your payroll with very little effort on your part, or you can handle your own payroll with quarterly assistance from us. Our offerings include: complete payroll processing, all payroll tax reporting (including quarterly reports), direct deposit, electronic reports.
Bill Payment & Bookkeeping
Do you want to outsource your bookkeeping but still want to retain full control of your bill payment? Well now with the help of technology such as QuickBooks Online and Bill.com, we do just that. We can handle all or part of your financial books and bill payment and you can still approve every payment.
Accounting
We can help you find a general ledger system for your business, help you learn how to use it, and teach you how to get the most out of it. Gaining a deep understanding of your businesses’ accounting can not only make getting your taxes done easier at the end of the year, but also help you determine the health of your business to see which areas may need improvement.
Financial Statements
We can create a financial statement for you based on compiled documents provided by you or perform a review of your (or your businesses) to create your financial statement. Our services can include: balance sheets, income statements, cash flow statements, and statements of shareholders’ equity among others.
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