Our Story

 

Our Solutions

BOSS™

BOSS™ is our all-inclusive solution offering small businesses relief from the day-to-day accounting hassles, while providing 24/7 access to financial data. We pay your bills, record deposits, prepare both your tax and payroll tax returns, furnish financial statements, produce W-2s, and supply valuable financial and tax advice throughout the year.

iBOSS™

iBOSS™ is our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks—paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses.

Tax Planning & Preparation

We have extensive tax advisory experience serving businesses of all types, as well as individuals, estates and trusts. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth.

Management Advisory Services

Let us put our business savvy to work for you. We know what it takes for a small business to succeed, and we have the tools and expertise needed to make it happen. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize your financial goals.
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Meet Our Team

Our clients receive the added benefit of working directly with a highly experienced, well-credentialed staff, along with our sincere commitment to personal customer service. We invite you to contact us directly. We look forward to getting to know you on a personal level.



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