Individuals & Small Businesses

Tax Planning & Preparation

Tax Planning and Preparation go hand in hand to ensure that you take advantage of the tax laws and legislation for maximum results. Whether you are an individual or small business, we offer our expertise as well as our state of the art tax preparation and research software to provide accurate returns and a winning strategy tailor made just for you. We do taxes in ALL states.


Financial Planning & Support

We want our clients to have peace of mind. For that reason, we help our individual and small business clients develop a financial plan for now and especially for the future so that you can still be joyful even when financial challenges arise. In addition, long after the initial plan for as long as you need us, we will be available to support you and help you strengthen your financial security as you work toward building a legacy.



Operating your household or business without a budget is like operating a car without brakes. You are bound to crash. A budget help you tell your money where to go. We will help you make a working budget and provide the support to help you stick with it.


Small Businesses

Sales Tax Services

We will assist your company in preparing your sales tax returns timely and efficiently.

Bookkeeping & Accounting Services & Support

Well-organized financial records ensure that your business operation will run more efficiently. Our bookkeeping and accounting services are customized to your needs and may include the following:

  • Daily monitoring to record sales invoices; vendor invoices; customer’s credit card, PayPal, and EFT payments received; deposits; and your company’s credit card, PayPal and EFT payments made.
  •  Weekly monitoring to prepare & review accounts payable aging report and accounts receivable aging report.
  • Monthly monitoring to prepare bank account reconciliation; audit and reconcile credit card accounts; prepare and process sales and use tax returns; audit and reconcile petty cash accounts; and prepare various financial statements including Trial Balance, Balance Sheet, Income Statement (P&L), and Statement of Cash Flow

Other accounting services include:   

  • Track revenue and expenses so that you can determine the operating performance of your business.
  • Financial efficiency evaluations to determine what areas of your business are over-budget; to identify specific items that are causing unexpected expenditures; and to provide a cost reduction/savings package customized for your business.
  • Financial monitoring to track dramatic increases in product returns or cost of goods sold as a percent of sales and to identify and analyze trends (i.e. lengthening receivables cycle).
  • Budget Preparation and Review; and Accounts Receivable and Accounts Payable Management.
  • Establishing and Managing Internal Controls

Business Entity Selection

As part of our business plan service, we help start-up companies choose the appropriate form of business entity of your business, which affects your tax implications. We will identify the advantages and disadvantages of each type of entity so you can determine the suitable form for your company.

Business Plans & Projections

A well-written business plan is essential to your business growth and sustainability. The following are some components we will work with you to include in your business plan:

  • A clear vision and mission for your business
  • Your short (6 months to a year) and long term goals (up to 5 years)
  • A well thought out and developed budget covering your income and expenditures projections
  • Clearly identified target market
  • Your marketing plan

Payment Solutions (Merchant Credit Card Processing)

Whether you are new to payment processing or looking to switch to a new provider, Payment Solutions will help you reduce costs, increase sales and build loyalty. From virtual terminals with mobile application features to the traditional countertop terminal, Payment Solutions can tailor the right option for you. This service is secure, PCI compliant and backed by our 24/7/365 technical support team. Through our partnership with 5LINX Enterprises and WorldPay, we offer the most competitive rates in the industry, so more of each sale stays in your pocket. Features & Benefits include

  • Accepts MasterCard, VISA, Discover and American Express
  • Countertop, mobile and online payment processing
  • Comprehensive fraud protection for every transaction
  • Prompt and efficient processing

There is no risk and no obligation to get started. You’ll receive a free payment processing quote based on your current annual volume and processing history. Contact us for more information and to get your FREE quote.

Mobile Marketing Services

If you are looking for the most effective way of reaching your customers anywhere and increase traffic in your business, our mobile marketing service is the right solution for you. 90% of commercial emails are never even opened, while 97% of text messages are read. Leverage the power of mobile marketing to increase sales for your business with TextAlertz® mobile marketing platform. With TextAlertz®, you can now use the same technology that major corporations and franchises are using for just a fraction of the cost. It’s an easy-to-use, effective and affordable mobile marketing solution that can help you communicate with your customers immediately. Share important timely announcements, or send mobile coupons and special offers. Your customers will appreciate the extra value you provide, and you will appreciate the boost to your bottom line. Features include express SMS message delivery; unlimited contact and groups; built-in FREE QR code generator; lead notification by text or email; email capture; auto-responder functions; voting, polling & survey capabilities; redeemable coupon generator; mobile website builder; and social media integration. To find out more, review plans and testimonials, or to sign up, click here. Feel free to contact us with any questions you have.


Managing & Eliminating Debt

Our goal is to help you celebrate zero. We will work with you to develop a step by step plan to pay down your debt. Recognizing that this is a process, we provide support services to help you through the journey long after the plan has been laid.

Identity Theft Protection

With our identity theft protection service, you no longer have to fear the painful impact of a crime that causes harm to millions of innocent victims. We offer advanced technologies to help protect what matters to you most, your personal security. Features & Benefits include monthly “Identity Score” report; $1 million identity theft insurance; monitor 1,500 + database profiles; no deductible on legal coverage; live identity restoration specialist; automatic suspicious activity reports; antivirus, anti-spyware and firewall computer protection; and 24/7 live answer lost-wallet assistance. To find out more or to sign up, click here. Feel free to contact us with any questions you have.

Credit Monitoring with SafeScore

SafeScore offers you a one-stop solution for the credit information you need to become – and stay – an informed consumer. With every membership, you can review your past credit history, check your current score and even use a simulator tool to get insight into what your credit could look like tomorrow. For more details and to sign up, click here.

Contact Us

Send us your questions and find out how to get started. We would love to hear from you.