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Client Request

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If you wish, we can pro-actively contact you with information pertaining to your personal situation.  Whether it is a note to tell you we are missing information in order to complete your tax return, confirm an appointment, or let you know of late breaking tax changes, our Service PLUS! area is where you can make that happen. 
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* QuickBooks (all versions) Set Up, Training & Maintenance
* Microsoft Office (Excel, Word, Outlook)

* Serving the Tax and Accounting Needs for Individuals and ALL Entities: 
- Individuals (Forms 1040, 1040A, 1040-EZ, 1040-NR)
- Sole Proprietors (Schedule C, Schedule E, Schedule F)
- Partnerships (Form 1065)
- Corporations (Forms 1120 & 1120S)
- Trusts (Form 1045)

* Financial Statement Preparation & Analysis:
- Balance Sheet
- Profit and Loss
- Cash Flow
- Specialty Reporting and Analysis

* Full Service Payroll (including EFTPS) and 1099 Preparation.

* Sales Tax Reporting.

* Business Set Ups & Clean Ups

* Over 10 Years’ Experience with Many Industries.

* Affordable Billing for Services on a Monthly, Quarterly, Annual or As Needed Basis.

* Business Consulting and Training

* Billing Services & Professional Private Audit Review and Preparation


Simply fill in the form below and you will automatically be on our list.  You will also have access to our Client Area, which allows file transfers via our secure server.


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