Financial Services Offered

A family-owned business that provides tax preparation, bookkeeping, payroll, and business consulting & statistical insights for individuals and businesses. Trusted expertise.

Tax Preparation & Filing

Don't let payroll distract you from doing the things that make your business money. Let us take care of your payroll needs, which also puts a second set of eyes on what is usually one of the biggest expenses for most companies! We actively give feedback and suggestions on how to manage this challenging expense and, of course, deal with the tax filings that come with it.

Bookkeeping

We provide expert bookkeeping services to help you maintain accurate financial records and streamline your business operations. Having another set of eyes routinely reviewing your books will bring clarity to the flow of your business expenditures. Organized books leads to detailed reports, which in turn enables you to assess your financials and be able to make informed business decisions.

Payroll Services

There is so much more to doing a client's tax return than the entries we make on the tax forms. Helping our clients make decisions and plan for a better tax situation is our primary focus and objective. Helping with keeping good books and managing your business is a year-round focus that allows us to position our small business clients for greater success!

Business Consulting & Statistical Insights

Unlock your business's potential with our expert consulting and statistical insights. Jon, with 28 years in tax and small business consulting, and Melissa, a PhD statistician with 20+ years of experience, will help you navigate business challenges with data-driven strategies and tailored solutions.