FINANCIAL SERVICES FOR INDIVIDUALS

Allowing you to live your life - we'll sweat the small stuff for you.

​Tax and Accounting for Individuals​​

• Tax Preparation​

• Tax Planning & Forecasting

• Tax Payment Plans

• IRS Audit Representation

• Non-Filed Tax Returns

• Retirement Planning

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Business Management for Individuals​

• Paying all monthly & other periodic bills 

• All banking needs: deposits, reconciliations, etc...

• Coordinating payments to independent contractors & employees

• Monitoring cash flows 

• Bill paying, and cash management 

• Insurance consulting & filing claims 

• Preparing monthly reports 

• Handling all financing (including lines of credit, mortgages and business loans)

• Preparing documents & coordinating requirements with lenders

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Need something else? Just ask!