Financial literacy is financial freedom!
We create value to our client by being responsive to our client needs, doing quality work with a professional attitude and giving each client personal attention.
We consider it a home run when a customers calls us with an issue and we are able to reduce their stress with our knowledge, personal attention and communicating the plan to resolve their issue. Then, accomplish the task needed to put their issue to rest in a timely manner with communication along the way to answer questions. This means proper tax planning and availability to answer tax related questions for our tax clients.
We are small business experts and have years of private industry experience on top of our bookkeeping, accounting and tax experience. All this knowledge and expertise is available to the clients as they grow their businesses. We can help from setting up a bookkeeping system to sales and payroll taxes to income taxes and finally wealth planning like business expansion, 401(k)s and kids futures.
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