We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Using a holistic perspective, we consider all financial phases encountered during our lifetimes. We believe that everyone goes through these phases. Even though the outcomes will always be different, no single set of circumstances is less important than another:
At this point, some of you might say, “But I only want my income tax return prepared” or “I just want accounting services”. Of course, providing these kinds of services to you is vitally important to us. Most importantly, we will bring more value to these services than possibly you have ever had before.
The reason is simple; we will always approach these services with the holistic perspective in mind. As a result, we promise to be proactive in sharing our discoveries with you, regardless of the services we are providing to you.
Our approach to whatever services you need is also very simple. The talents of our Team allow us to listen to what your needs are and fit them to your budget to achieve an appropriate cost, benefit relationship. Together, we can create uncommon results.
What a pleasure it would be to visit with you about the current relationship with your professional advisor. It would be great to know that you are being cared for to the extent you are realizing all that is financially possible for you!
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we approach the end of 2018 and look forward to a new year, we want to thank our clients and friends for allowing us to be their trusted partners.