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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.

Nonprofit Bookkeeping

Nonprofits have a very particular set of financials that they need to present to their board every month. Tracking restricted/unrestricted grants, donors, budget vs. actual, and much more.

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 2023

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