We offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, auditing, business consulting, estate planning, credit solutions, and funding solutions.

You can schedule a consultation by calling our office at [insert phone number], sending us an email at [insert email address], or using the online booking form on our website.

We specialize in various industries including financial , funding , tax planning and tax resolution.

You should bring your previous year's tax return, W-2s, 1099s, receipts for deductible expenses, and any other relevant financial documents. Additionally, any documents related to investments, property, and charitable donations will be helpful.

We can help you identify deductions and credits you qualify for, advise on tax-efficient investments, and suggest strategies for tax planning.

We recommend software like QuickBooks, Xero, and FreshBooks, depending on your business needs.

It's best to update your books at least monthly to ensure accurate financial tracking and reporting.

We provide personalized financial planning services to help you achieve your financial goals, including retirement planning, investment strategies, and budgeting.

Financial planning focuses on long-term financial goals and strategies, while accounting deals with the day-to-day management of financial records and compliance.

An audit provides an independent assessment of your financial statements to ensure accuracy and compliance with accounting standards.

The duration of an audit depends on the size and complexity of your business, but it typically takes a few weeks to complete.

You will be assigned a dedicated accountant who will be your main point of contact for all your accounting needs. Additionally, our support team is always available to assist you with any urgent inquiries.

We use advanced encryption, secure systems, and follow strict confidentiality protocols to protect your financial information. Our team is regularly trained on data privacy and security measures.

One year.

Yes! You'll simply pay the difference in the entry level fee.

No. All our services are done online with a private and secure portal.