Consist of keeping track of payments, receipts, purchases, sales and records transactions into an accounting software system, Manage daily cash flow, prepare financial statements, bank reconciliations, most importantly keep clients prepared for tax season.

An examination of the organization's financial with the aim to ensure that the information is represented fairly and accurately and in accordance with accounting standards

Prepare and/or assist in preparing simple to complex tax returns for individuals or small businesses.

Essential documents such as Living wills, Trust, Power of Attorney (medical & Financial), Healthcare Directives

Work with clients to create legal strategies to minimize future taxes buy focusing on long term approaches

Advise clients about business structures and inform them which entity is best for their business.