Individuals

We offer many ways to help you manage your finances so you can have the confidence of receiving expert advice and have more time to meet your personal goals. We offer customized accounting services that can be tailored to your individual needs, and can work around your busy schedule. A few of the services we offer:

  • Professional Tax Preparation and Advice
  • Consultations on how to Minimize Taxes
  • Representations with Federal and State Revenue Services
  • Financial Consultations
  • Roth and Traditional IRA Strategies
  • Investment Tax Filing
  • Costing Policy and Analysis
  • Business Processes
  • Budgeting and Cash-Flow Projections
  • Account Reconciliations