Free tax consultation with one of our experienced CPAs!

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SERVICES BY INDUSTRY

Small Business & Freelancers

Small Business & Freelancers

Small Business & Freelancers

Artists, salon owners, auto detailing shops, musicians,  photographers and designers are our core clientele.  We appreciate the great beauty you add to our world.  Let us help you with some business insight.   


Our client favorite is their personalized tax plan that follows three golden rules: minimize tax liability, maximize retirement plan contributions, maximize wealth building strategies (ex real estate).  

Nonprofits

Small Business & Freelancers

Small Business & Freelancers

Helping you help others.  Life gets easier when your books are clean and your auditors are happy.  No worries. You will have audit-ready books and records on a monthly, quarterly & annual basis.  Your team has 30+ years of nonprofit , 501c3 and higher ed experience.  This deep  understanding of the challenges of grant compliance, contributions accounting, 990s, and the new accounting standards is a gift just for you.

Families & Individuals

Small Business & Freelancers

Families & Individuals

Why are you in the same tax bracket as Warren Buffet?    Because you are probably missing out on tax saving strategies that need to be completed by December 31.  You do not meet with your accountant until February (if you meet at all).  


We help you organize your finances on day one and keep them that way.  You will not only act on tax strategies but live with peace of mind knowing your true state of affairs and the path of your future. 


Our clients love their personal tax plan.

Sports & Recreation

Health & Wellness Tax Planning

Families & Individuals

Whether it is jet ski rentals, a runners' club or organized sport, let us help. In addition to our suite of accounting, payroll, and tax services, we  can advise on the best start-up entity type and assist with completing for-profit and nonprofit filings.  Our CPAs have 20+ years experience.  

Farms, Wineries & Breweries

Health & Wellness Tax Planning

Health & Wellness Tax Planning

We are passionate about growers and understand your industry-specific accounting needs.  


With over 15 years of hands-on farm accounting., we support you with a one stop shop for all your GAAP accounting, inventory tracking, cost of goods sold, payroll, and tax filings.  


Our rolling cash forecast is just one of our clients' favorite reports.

Health & Wellness Tax Planning

Health & Wellness Tax Planning

Health & Wellness Tax Planning

Acupuncture, meditation, massage therapy and rest are just what the doctor ordered.  But it's the numbers that run your business.  Save time and money by letting us help you with full service accounting, payroll, and year end tax reporting for a fixed monthly fee.

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