Services Offered

  • Expense Tracking
  • All-Inclusive Payroll
  • Cash Flow Planning
  • Premium Fund Account Audits
  • Financial Review
  • Financial Coaching
  • Tax Planning
  • Entity Set Up / Creation
  • Personal Income Taxes
  • Business Income Taxes

Hours of Operation

  • Monday - Friday
  • 10 am - 6 pm
  • Other times available upon request!

Tax Filing Due Dates
March 15 - Business Tax
April 15 - Personal Income Tax                   
*Extension to File Available

Unavailable for Appointments
Appointment requests will not be accepted
on the following dates:

  • All Holidays
  • April 15-16
  • April 26
  • November 6
  • November 20-22
  • November 24
  • December 1
  • December 13
  • December 24
  • December 31

Successful bookkeeping can only happen when we form a partnership!
I cannot do it alone. The information requested helps me to understand your goals within our partnership. I review each and every submission because your time is valuable to me!