At our one-stop-shop, we provide business bookkeeping and CPA tax services aimed at helping small business owners keep track of their expenses and receive year-round advice on tax planning issues. All of our bookkeepers are experienced Quickbooks Pro Advisors, ensuring our services are cost-effective, and guaranteeing that our clients pay no more taxes than necessary. Our services include, among others:
Bookkeeping Services: - Accurate data entry by qualified bookkeepers - Thorough bank reconciliations - Monthly financial statements - Local, state and federal tax filings on a quarterly/monthly basis - Book balancing
CPA tax services: - Organizing and supervising client's bookkeeping for tax purposes - Local, state and federal tax filings - Tax planning and guidance on company formation/structure (e.g. Sole Proprietorship, LLC, Corporation)
We would love to have the opportunity to discuss how we can assist you and your business. You can take advantage of a free initial consultation to see whether our services are the right fit for you.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
5.0
32 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
JS
Jacob S.
Ken and Carol's assistance was incredibly valuable and their responsiveness was exceptional. Despite working together remotely, they made the process seamless and completed the work promptly. I highly recommend their services!
March 25, 2023
BW
Brittany W.
Fantastic.
March 18, 2023
SN
Stephanie N.
We engaged in a productive conversation regarding cost-saving measures for my business' planning and operations. Their responsiveness was greatly appreciated, and the experience proved to be positive. In the near future, I intend to enlist their assistance in bookkeeping services.
October 21, 2022
AM
Ashley M.
Although I've only recently started working with Ken, I'm already eager to collaborate with him and his team because of his exceptional expertise and personable approach. Ken's candid attitude and willingness to assist instill confidence in me that my tax and bookkeeping demands are being capably addressed. Plus, he has a unique talent for conveying financial concepts and tactics in a way that is simple to comprehend. I urge you to meet with him; I'm confident you'll want to bring him on board as well.
July 18, 2022
RG
Rachel G.
The CPA demonstrated exceptional skills and a thorough understanding of the technical aspects. They posed pertinent inquiries and offered candid advice. Consequently, they were engaged to handle the tax-filing process.
