Schedule a consultation. Click now "Schedule time with me" . Appointment is required. Please, contact me
Services
Over a decade ago, I introduced the Client Advisory Services. Now, I offer you an enhanced integrated approach that will provide the vision, insights, and solutions you need to expand the opportunities managing your business. Streamline your workflow. A streamlined process that will make scaling up a breeze.
This innovative platform for small and medium-sized businesses is a one-stop resource, filled with everything you need to tackle even the trickiest workplace issues with total confidence.
"Click here and select your Business Value Package for a fixed monthly fee"
Customized QuickBooks Online for Small Business and Midsized Business
Planning and Strategic Advisory Services
Business Start-Up. Business Planning. Development of Financial Strategies. General Business Consulting.
Accounting and Payroll
Cloud-based services. QuickBooks Online. Implement advisory workflows that free up resources and staff through automated and standardized processes. Move to the cloud your business! Mobile access, anytime, and anywhere. Power your transformation. Offering a secure ecosystem that supports visibility, collaboration, and workflow.
Proactive Tax Strategy Services. Tax planning goes beyond tax preparation
Proactive Tax Strategy Services year-round are ideal for business owners and high net-worth individuals.
Click below to review tax planning options.
Tax planning and advisory services, without accounting or payroll. Tier 1 .
Tax planning and advisory services, with accounting and/ or payroll. Tier 2 .
Tax Compliance and Planning
Individuals & Businesses. Federal & All States. IRS Problem Resolution and Representation: IRS Audits and Appeals.
If you can send your documents electronically, I should be able to complete your taxes from my office without you needing to be present. Also, I can set up your personalized tax portal for you and all your tax documents will be available online.
Click here for
Tax return preparation fees.
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Having the passion to look beyond the financials, to identify potential opportunities for the client gain
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Schedule a consultation today. Phone call, videoconference, or in person. Click now
"Schedule time with me"
.
Appointment is required.
Questions? Please, contact me