OUR TEAM
Veronica holds a Masters of Accountancy and a Bachelor's degree in Accounting . In addition to 16 years of accounting, bookkeeping and payroll experience, she is an Enrolled Agent with over 10 years of knowledge handling individual and corporate returns. She is currently working on her PhD in Advanced Accounting.
Gina has been working in the accounting field for over 20 years. She specializes in non profit accounting and with corporate and individual sales tax. She recently passed certified tax preparer licenses and is currently working on her bookkeeping certification.
Megan is a Navy Veteran, with several years of experience with bookkeeping and personnel training. She recently completed her degree in Real Estate and is enrolling into the Notary program.
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Full-Service Bookkeeping: Accounts Payable & Receivables
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Payroll Process & Administration
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General Ledger Preparation
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Financial Statement Preparation
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Accounting Set-Up
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Bank, Credit Card, & Loan Reconciliations
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Job Costing
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Weekly, Monthly, Quarterly, & Annual Financial Statements, Year End 1096, 1099, W3, W2
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Prepare local, State and Federal reports for:
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Sales, Use and Excise Tax
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Payroll
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Business Property Tax
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License Fees
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"Services being offered do not require a state license."
Tax Services
We guide our clients with proactive Tax Planning to minimize their Tax Liability. We also assist with Entity Selection (Corporate, Partnership, LLC, etc.), as well as monitoring income throughout the year. We prepare all types of tax forms and tax returns, including:
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Individual Tax Returns
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Business Tax Returns
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Non-Profit Organization Tax Returns
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Retirement Plan Tax Returns
SERVICES
ABOUT
Our Mission:
Providing a service for our clients that will surpass their expectations and give them the tools to build a solid financial foundation.
Our Vision:
To demonstrate a balance between client service, family, and growth within the company. This will be accomplished by putting our best self forward and creating a culture for growth while providing our clients with strategic wisdom to help open the doors to succeed.