Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Whether you need quality financial planning, tax preparation, or small business services, we’ll thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, and identifying applicable deductions, etc. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible.

We offer a $30 discount for new walk-in clients.
 Referrals: $15 to referring client and $15 to referred client (after both returns are completed and paid) 
20% discount for returning clients

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Business Entity Selection

A business entity is a grouping of real estate objects, such as multiple rental properties. Organizing the hierarchy within your business entity is imperative to running a successful business.

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Payroll Services

Payroll management can be difficult for business owners, as there are many laws and regulations to consider. In addition, when your business size increases, so does your payroll administration. Our firm is experienced with both payroll preparation and implementation.

We are offering payroll service at the following prices:

Batch of Checks $16.00
Each check $3.75
W-2 $8.75
W-3 $40.00
1099MISC $8.75
1096 $40.00

For personalized quote and for specific information contact us directly.

Note: The cost of filing of all monthly and quarterly tax forms is included in the above prices.

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Bookkeeping/Write-Up

Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. Our well-rounded accounting professional team will provide accurate, well-organized financial records to ensure that your business runs successfully. Read more..

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Business Consulting

Whether you need assistance with business entity selection, bookkeeping, budgeting, advertising, or special projects, our team of experienced professionals will be able to handle your accounting needs.

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Financial Statements

A financial statement is a formal record of the financial activities of a business, person, or other entity. Financial statements go hand in hand with other bookkeeping practices.

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Notary Public

The job of a notary is to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. We provide virtually any type of notary service. With a notary on staff, the service is available year-round.

Jackie Ingram is an authorized notary public; please contact us if you require this service.

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Financial Analysis

Financial statements are prepared to meet external reporting obligations and also for decision making purposes. They play a dominant role in setting the framework of managerial decisions. Our team of professionals can interpret your financial data in order to minimize financial liability.

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Business Planning

Starting a new business?  Do you have an existing business but not a business plan?  Every organization needs a business plan to:

  1. Meet goals of the business
  2. Counterbalance your emotions
  3. Ensure everyone (partners) are on the same page
  4. Develop a game plan
  5. To raise capital

Your business plan will include:

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Grant Writing

If you have a 501(c) 3 we collaborate with ODA Enterprises, they have been in the business of Grant Writing for over 20 years. Should you have a need for a grant writer, please contact our offices.

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Call today to schedule an appointment!