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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
- Compilation and Review Financial Statements
(except audits)
- Income Tax Returns
- Individual
- Business
- Estates
- Trusts
- Estate and Gift Tax Returns
- Miscellaneous Tax Returns
- Payroll Tax Returns
- Pension and Profit Sharing
- Sales Tax
- Arizona Corporation Commission
- 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
- Personal Financial Manager
- Tracking the health of the business using financial ratio analysis of
financial statements
- Comparisons of industry trends and expense analysis
- Resource Manager
- Active role of finding outside advisors for the client
- Attorneys
- Insurance agents
- Investment advisors
- Bank loan officers
- Trust officers
- Appraisers
- Overall Sounding Board
- Always prepared to listen to client concerns and ideas
- Willing to offer advice before any action is taken
- Informal Business Valuations
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About Us
Fee Structure
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