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Laptop & Coffee


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

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

Need something else? Just ask!

Financial Services for Individuals: Service
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