Doctors

At this time, we do not provide personal tax assistance as a standalone service offering. We only provide personal tax return assistance for business clients, as part of our tax optimization services.

Our managed accounting services are designed for companies that need an affordable, all-in-one service that handles their bookkeeping, accounting, and tax needs. For companies with staff bookkeepers or accountants, our accounting support services are a scalable, affordable way to supplement any deficiencies.

Our time in the tax industry has shown us that typical tax filing services often recommend hasty or slipshod tactics to ensure last-minute filings get some tax savings. Unlike these services, we take a prudent, year-round approach to taxes. We meet regularly throughout the year to review and assist with taxes and recommend proactive adjustments and actions in light of current tax updates to ensure your business uses all possible deductions and credits.

We’ve invested a significant amount of resources into educating people about the myths and facts of the Employee Retention Credit. You can read our articles here.