Our focus is individuals and privately owned, for-profit businesses with 1-5 owners.  We will always accept clients in this area because we feel that is our purpose in the profession.  We can serve almost every aspect of your financial life, except investments.  That task is always referred out to a licensed professional who focuses on that activity and shares our values on how finances should be handled.

Some examples of services we provide:

  • Income tax preparation and planning
  • Bookkeeping and financial reporting
  • Payroll processing, planning and reporting
  • Business planning and projections

After practicing in this field for over a decade, we have also identified areas where we choose not to practice.  This decision is not made lightly, but from experience handling many cases.

Some examples of areas where we are no longer accepting new clients:

  • Non-profits:  this area is highly specialized and often scrutinized by the IRS due to the nature of the activity.  For that reason, we refer these cases to professionals who focus in that area.
  • Filing of multi-year delinquent tax returns:  again, not an area where we feel we can do our best work.  We recruit clients who are focused on the success and well-being of their businesses.  Failing to adequately invest in bookkeeping practices and tax compliance is evidence that such a focus does not exist.
  •  Offers in Compromise (OIC): an OIC is an agreement with the IRS to settle a tax debt for less than the amount owed.  This is also a highly specialized area that we refer to professionals with sufficient experience.
  • Assurance Services:  assurance services are projects such as independent financial statement audits and reviews.  To avoid legislative action, the accounting profession has instituted a stringent set of rules on practitioners who provide services in this area.  To avoid the related administrative burden, we no longer accept engagements in this area.  This is done primarily so we can focus on client projects and mitigate the amount of time we spend on administrative matters.





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