Outsourced Accounting And Tax Solutions
New
Offers online services
New
Offers online services
About
We are business partners to our clients not just their accountant. We have financial services that will help them in planning . We do tax planning as well. We tend not to look at the monerary valuenof our clients but rather we build relationships
Highlights
Hired 3 times
5 employees
19 years in business
Serves SANTA ROSA VA , CA
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
A conference call if they are from another state or if they are from over 50 miles away. A personal visit to the office if possible
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning