Sophisticated financial management for small businesses.

Taxes

Our tax experts can forecast and adjust your estimated tax payments, prepare your all of your tax returns and provide advice and representation in dealings with federal and state tax authorities.
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Accounting

We offer a full suite of accounting services including: invoicing, accounts receivable management, bill payment, accounts payable, cash flow, financial reporting and more through our web-based system.
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Payroll

For clients who use our accounting or tax services, we also provide custom payroll services on a state-of-the-art technology platform to automate payroll processes, compliance filings and payroll taxes.
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Consulting

We will analyze your financial data to help you get a complete picture of your business performance. With that information, we can offer guidance on pricing, growth plans, cash flow projections and much more.
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Focused, talented professionals providing sophisticated financial management solutions to small business owners.

Our team has experience in taxes, accounting, payroll and business management. When you engage our services, we’re able to eliminate the burden of managing your own accounting and tax returns; provide a single source to manage all of your business finances; and offer honest, reliable guidance to improve the financial future of your business based on your specific goals and data. We have the highest regard for your ambition and talents as a small business owner, and we welcome your questions and concerns. Our firm’s promise to you is to always provide straightforward feedback and advice, vigorous attention to detail and efficient, superior service.

Latest Insights

For 2018                                                                                                  Self-Only HDHP* coverage        […]

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2018 2017 2016 IRAs IRA Contribution Limit $5,500 $5,500 $5,500 IRA Catch-Up Contributions 1,000 1,000 1,000 IRA AGI Deduction Phase-out Starting at Joint Return 101,000 99,000 98,000 Single or Head of Household 63,000 62,000 61,000 SEP SEP Minimum Compensation 600 600 600 SEP Maximum Contribution 55,000 54,000 53,000 SEP Maximum Compensation 275,000 270,000 265,000 SIMPLE […]

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The 2017 Tax Cuts and Jobs Act revised some foundational deductions, exemptions, and tax brackets for the 2018 tax year. Here’s a rundown of what’s changed in that area for individuals: Exemption On your 2017 1040 tax return, you likely received an exemption of $4,050 per person.  Check line 42 of your own return. In […]

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