Tax Services
Tax Preparation
We prepare taxes for individuals, small businesses, service providers and contract workers.
Secure Client Portal
We provide a secure client portal to upload your documents at any time, from the comfort of your favorite device.
Tax Planning
Does your income change every year? Worried about what your taxes will look like next year? We provide tax planning services to give you an idea of what your tax liability will be in the future.
Quickbooks and Bookkeeping Services
Bookkeeping for Balloon Artists
We help balloon business owners grow their business every single day. Our goal is to help and empower small business owners to feel confident, understand their financials and grow their businesses!
Tax Planning
Basic Tax Planning: All write off and deductions for some individuals and business owners.Advanced Tax Planning: For individuals or business owners who owe $50,000 or more in individual Federal taxes.
Training & Coaching for Quickbooks
As QuickBooks ProAdvisors our team will train you or your staff on how to use QuickBooks Online so that you can effectively use the software to save you time and money.
Accounts Receivable
We will input and categorize all incoming funds into QBO. We will run reports so that you know who owes you what and when.
Accounts Payable
We will schedule and pay bills that are associated with the organization once per month.
Payroll
Full service payroll with: Employee portals, Management approval, Benefits and Time Tracking
Full Charge Bookkeeping
Outsourced bookkeeping services to make more money! Account categorization, reconciliation, custom monthly reports, strategic planning meetings.
CRM Integration with Quickbooks Online
Do you already use Quickbooks Online to keep your books? Great, we’ll help you integrate it with CRM (17hats, Honeybook, Dubsado) to create a full financial picture.
Secure Client Portal
We provide a secure client portal to upload your documents at any time, from the comfort of your favorite device.
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Tax Day 2025
