Accounting Services
Keeping You
On Track

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Our
Services

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Bookkeeping

Complete bookkeeping services for small businesses.

Financial Planning

Full service Financial Planning for future goals.

Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Business Valuations

Establishing the proper value of a small business.

COVID-19 Tax Resources

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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February 2024
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Contact
Denise A Ortiz, CPA

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