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Services

Clientele

Contact Us
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Basic Services Provided:
 | Write Up/Bookkeeping (simple or complex)
 | Certified Professional Advisors in QuickBooks Software |
 | Eldercare Accounting Services
 | Personal Record Keeping
 | Bill paying |
 | Deposits |
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 | Compilation and Review Financial Statements
(except audits) |
 | Income Tax Returns
 | Individual |
 | Business |
 | Estates |
 | Trusts |
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 | Estate and Gift Tax Returns |
 | Miscellaneous Tax Returns
 | Payroll Tax Returns |
 | Pension and Profit Sharing |
 | Sales Tax |
 | Arizona Corporation Commission |
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 | Internal Revenue Service and State correspondence |
Additional services provided:
We guide our clients in a step by step fashion, with as much or as little
instruction desired.
 | Business Advice and Consulting
 | Best way to set up and run the business |
 | Best accounting software or set of books to establish |
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 | Personal Financial Manager
 | Tracking the health of the business using financial ratio analysis of
financial statements |
 | Comparisons of industry trends and expense analysis |
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 | Resource Manager
 | Active role of finding outside advisors for the client
 | Attorneys |
 | Insurance agents |
 | Investment advisors |
 | Bank loan officers |
 | Trust officers |
 | Appraisers |
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 | Overall Sounding Board
 | Always prepared to listen to client concerns and ideas |
 | Willing to offer advice before any action is taken |
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 | Informal Business Valuations |
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About Us

Fee Structure

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