Professional Services
business taxes and accounting
- Business Tax Returns: Comprehensive tax preparation for self-employed individuals, freelancers, and small business owners.
- Year-Round Tax Planning: Strategic planning to minimize your tax liabilities and maximize compliance.
- Bookkeeping: Accurate and timely bookkeeping services to keep your financials organized and up-to-date.
business financial coaching
- Cash Flow Management: Techniques and strategies to improve your cash flow and ensure financial stability.
- Retirement Plan Selection: Guidance on choosing the right retirement plans to meet your long-term goals.
- Profitability Analysis: In-depth analysis to identify key drivers of profitability and areas for improvement.
- Budgeting: Custom budget creation to forecast and manage your expenses effectively.
- Quarterly Financial Meetings: Regular reviews to discuss financial performance and necessary adjustments.
- Financial Statements Analysis: Expert analysis to help you understand the financial health of your business.
personal taxes
- Personal Tax Returns: Expert preparation of personal tax returns to ensure accuracy and maximize deductions.
- Quarterly Tax Projections: Detailed forecasts to help you estimate upcoming tax liabilities.
- Year-Round Tax Planning: Personalized advice to plan and prepare for your tax obligations throughout the year.
personal financial coaching
- Budgeting: Assistance in creating a personal budget to help manage expenses and save more effectively.
- Debt Management: Strategies to reduce debt and improve your financial health.
- Asset Allocation: Tailored advice on distributing investments across various asset classes to optimize returns.
- Investment Performance Monitoring: Regular monitoring of your investments to ensure they meet your financial goals.
- Retirement Planning: Planning for retirement to secure a financially stable future.
- Wealth Building: Guidance on accumulating and managing wealth for long-term financial success.
- Quarterly Financial Meetings: Scheduled consultations to review your financial strategy and make necessary adjustments.