If you are looking for a blend of personal service and expertise, you have come to the right place! We offer reliable services as a positive proactive partner on your team. Our rates are affordable. We are experienced and we're friendly.
We offer tax preparation and planninng services for individuals, businesses, and trusts. Lisa is a certified QuickBooks ProAdvisor and can assist with the design and function of your bookkeeping and reporting. We also prepare financial statements and perform audits and reviews for business and non-profits. We provide expert consultation on your strategic business planning, family planning and wealth transfer, and business valuation.
And check out our payroll service - with no extra fees for report filing or direct deposit.
Contact Lisa today for a free expert consultation!