About
I started my small business, so I could focus on what I enjoyed most about being an accountant, which is helping businesses and watching them grow.
Our client focus has been on small businesses in the professional services, real-estate, insurance, retail and construction industries. I am currently pursuing clients with small growing companies, where I can add value by performing tax planning, tax preparation, bookkeeping and payroll services.
We perform professional tax return preparation and planning, with an emphasis on saving money. We can help you proactively manage both your personal and your business tax issues. Not all tax planning opportunities are apparent. With us on your team, you are more likely to benefit from those opportunities.
Fees are fixed and are based on value provided, rather than hourly billing. This allows for more communication throughout the year and no surprise invoices.
I love working with people and I love saving money, so being a CPA allows me to enjoy both while helping others.
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Elizabeth A.
Frequently asked questions
What is your typical process for working with a new customer?
Please give us a call to schedule an in person meeting or to discuss the services you are looking for. We use the most advance technology to make the tax and accounting process as easy as possible and to reduce your cost.
What education and/or training do you have that relates to your work?
With over 10 years of experience as a CPA in public accounting and having worked with clients from startups to $120 million revenues, we have an understanding of the problems that small businesses and their owners have. We enjoy providing solutions to those problems to help businesses grow and individuals succeed.
Do you have a standard pricing system for your services? If so, please share the details here.
For business owners we provide fixed monthly pricing for the services you need. Packages start at $120 a month and include; tax services for business and personal tax returns, and unlimited income tax support during the year. Additional fixed price services can be added to packages including; bookkeeping and payroll.
We also offer fixed pricing if requested. Personal tax returns start at $250, business returns generally start at $600. Both are priced based complexity, fees are quoted after reviewing prior year tax returns or a business’s books.
How did you get started in this business?
I started an accounting practice because I enjoy working with clients and spending time with my family, by owning my own small business it allows me to maximize both. For many small business owners, a love of providing a service is also why they went into business, and we enjoy helping them stay in business and attain their financial goals.
What types of customers have you worked with?
General individulals looking to reduce their income taxes.
Business owners.
Rental Realestate investors.
What advice would you give a customer looking to hire a pro in your area of expertise?
To maximize deductions, it is best to have your tax planning done before December 1st each year, this allows us to get all the deductions that are available to you in a given year. Please reach out to us so we can work for you and try to reduce your tax liability.
What questions should customers think through before talking to pros about their needs?
What are your current pain points you are looking to solve?
For example:
-Lack of communication form your current accountant.
-No of explanation of why you owe each year.
-No planning or helping you to reduce your tax expense.
-Missed deductions and opportunities.
-Time taken to prepare taxes or accounting records.