Tax Planning
The tax laws are specifically designed to trap you into paying more than you should. Without proper planning you could be paying thousands of extra dollars to the taxing authorities without ever knowing. It is our job to protect you from abusive tax laws. We have years of experience working with individuals, corporations, partnerships, and estates. We make sure you get every tax advantage you deserve.

Profit Planning
Profit planning is simply the development of your operating plan for the coming period. Your plan is summarized in the form of an income statement that serves as your sales and profit objective and your budget for cost. Many business owners do not understand the importance of profit planing and margins when it comes to running their enterprise. We understand small businesses, since we are one ourselves. We can, on a consulting basis, help you with such issues as business planning, profit to loss evaluation, and cash flow analysis.

State Tax Preparation
We work with individuals and businesses across the country with planning for and preparing their state taxes. Our tax preparers are experienced in tax preparation for all states that require income tax filings. We will guide you through a simple interview process that will capture all of the information needed for us to prepare your state tax returns. Also, if you live in one state and work in another, their tax structures can negatively impact you if not handled properly. You do want a qualified accounting firm on your side.

Federal Tax Preparation
The Federal tax laws are in a constant state of change. They are designed to benefit the government and not you. Our job is to know what those changes are and how to best use the tax laws for your benefit. We scrutinize every tax advantage you are intitled by knowing the tax laws and how they impact you as a taxpayer. When it comes to dealing with the IRS, getting us on your side can save you money.

State and IRS Rrepresentation
During our years of experience dealing with taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies. If you represent yourself before the IRS, you might think you are helping your case with your cooperation when in fact you might be supplying them with ammunition they can use against you. When dealing with the IRS an Enrolled Agent, such as Dave Page, is the most qualified tax professional to work in your behalf.

An Enrolled Agent is a federally authorized tax practitioner that has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Enrolled Agents are the only tax professionals tested by the IRS on their knowledge of tax law and regulations. Enrolled Agents are well qualified to provide tax preparation, representation, tax planning and other financial services to individual and business taxpayers.

Payroll Services
Managing payroll is a critical task. Every employee must be paid on time and every time. And it goes without saying - every paycheck must be accurate and complete. We provide full service payroll solutions backed by our dedicated Payroll Specialists. We help businesses like yours to easily manage employee information and simplify your entire payroll process from processing to payday.

Accounting/Bookkeeping Services
All successful businesses are run by the numbers. Whether you need monthly bookkeeping to track your business or annual catch-up for tax purposes, we can help you.

Full Charge Bookkeeping - Recommended for businesses with high vendor payment frequency and regular customer billings, wishing to outsource all accounting tasks instead of hiring staff. We can handle your: Accounts Payable, Accounts Receivable, Invoicing/Billing, Bank Reconciliation, and all Financial Reports.

Monthly Bookkeeping - For business owners who want to track their business performance on a month-to-month basis. Also ideal for businesses that are required to provide regular financial reports to third parties such as franchisors or banks.

Quarterly Bookkeeping - For business owners who do not want monthly bookkeeping, but desire to track their business performance at least on a quarterly basis.

Yearly Catch-Up - For business owners who just want their income Taxes filed, and have not done any bookkeeping throughout the year. This is also ideal for business owners who have performed their own bookkeeping and require a "sanity check" before filing taxes.