Accounting & Tax Services for Small Business, Professional Practices, and Individuals

We do all of the normal “accountant stuff” like preparing tax returns.

And while it is hard to overestimate the value of correctly filing all of your required tax returns, we believe the real value that we deliver to our clients, and what sets us apart from typical accountants, is our focus on providing understanding and new perspectives on the financial information that we develop for you. ​
Payroll by Asendant Payroll, Inc.

Tax Services

We provide tax services for individuals and business clients in 40+ states.
​We help our business clients to navigate the ever-changing maze of tax filing requirements including federal and state income tax returns, personal property tax returns, various information returns (e.g. Form 1099-Misc), etc.
​We provide personal tax services, at rates comparable to other local CPA’s and national tax prep chains.    Most of our clients mail-in or drop-off their information so there is never a wait while we prepare your return.

Trusts and Estates

​We help trusts and estates to navigate the highly-complex accounting, tax, and reporting requirements including federal and state tax returns, and local reporting.

Throughout the entire process, we work closely with your attorney to make it as simple and timely as possible.

Accounting Services

​For our clients that prefer to do things the old-fashioned way, we have 20+ years of experience supporting our clients using QuickBooks.  We provide a full range of QuickBooks services.  
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For our clients who prefer modern, ultra-efficient accounting, our AutoMagical Accounting platform is a dramatic advancement in small business accounting.

Our highly automated accounting platform, powered by Xero, automatically downloads and pre-processes your bank and credit card transactions daily, resulting in dramatic time savings, and substantial increases in the accuracy of your records.

Our accounting system is available 24/7 on your Windows or Mac computer, and on your iPad, iPhone, or Android phone.

​And you can provide access to an unlimited number of users, working from anywhere, for no extra charge.



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