We're different. We take a proactive approach to taxes and money management, by providing support and direction, helping our clients make positive, impactful changes. Let’s chat! Schedule a consultation now.
If you’ve never kept your books, confused about how to get started, or maybe you made a total mess of them…relax…we got you covered. We can also maintain your books; we offer services in various online platforms such as QuickBooks Online, Wave, and Xero. If you’re currently using QuickBooks desktop and want to make the switch to their online platform, we can facilitate the process. Once you’re established with an online bookkeeping platform, you may want to streamline your processes with the added features of apps; no problem, we can research the best options to meet your needs and assist you with the app integration.
The landscape of accounting is rapidly changing due to technology. If you’re looking to make the switch from desktop to online, we can assist you in that process. If you’re unsure which online bookkeeping service is best to meet your needs or have never kept your books, dude - we’re here for you. Are you interested in integrating apps into your existing bookkeeping software or to help streamline processes in your business? That’s rad, we can do all the research to find the best apps to suit your needs, and then roll out training to get everyone up to speed.
Perhaps you drove for Lift, sold some crafts on Etsy, or delivered take-out for Caviar; all of the income received from these endeavors need to be reported on your tax return. If you need help sorting it out, figuring out your deductible expenses or just need help getting organized, we can help.
If you have a Schedule C business, an AirBnB, need assistance getting your tax organized, or preparing your tax return, we are here to help. If needed we can also prepare returns for passthrough entities (partnerships and S-Corps) for entities you are affiliated with. We use a secure online portal (SmartVault) so all your personal and business information stays safe and you can upload it from anywhere!
It can be very stressful if you receive a tax notice from the IRS, the state or the local government. We can assist you with these matters by contacting these entities on your behalf as your Power of Attorney.