Full-Service Accounting Package
Monthly or quarterly retainer services, which include nearly all of our A La Carte services at a discounted rate.
New Professional Package
Designed to help dentists and doctors who are just out of dental/medical school begin their careers with a solid financial foundation.
"Preparing to Sell" Accounting Package
This is our newest service, designed to help you boost your practice's value during your final 3-5 years of ownership.
A La Carte Services
For those clients who don't wish to engage in monthly accounting services, but still need the occasional profit & loss report generated.
Individual Income Tax Returns
We prepare individual income tax returns for over 1,000 people each year.
Business Income Tax Returns
A variety of small business tax returns are prepared each year.
Miscellaneous Tax Returns
There's no shortage of tax return forms. We can prepare them all.
Long term, annual and mid-year tax planning and tax forecasting services.
Let us help you plan for the future!
Practice Management Consulting
Every team needs a great coach.
We are thought leaders and renowned speakers.