Introduction to Our Practice
Our team includes a group of accounting professionals providing large-firm standard services but with small-firm responsiveness and attention. We only service small business and individual clients.
Led by Ms. Marschall, our team includes professionals with specializations including tax preparation, accounting record management, Controller and CFO services, and ongoing tax consultancy.
We are on a first name basis with our clients and respond to their requests immediately to ensure needs are met without delay.
Services Offered
- Individual and small business tax preparation
- Outsourced CFO and Controller engagements
- Tax consultation
- Limited bookkeeping services from one-time clean-ups to ongoing services from our staff
- Most engagements are charged using a value billing flat rate fee to ensure there are no surprise hourly charges for our clients.
- This ensures clients reach out to us with any questions or concerns and do not need to worry about additional fees.
Why Work with CPAs?
As CPAs, we have years of experience that has exposed us to various business and tax structures, industries as well as individual tax concerns.
We possess an expansive knowledge base in areas including:
- best-practices for efficient hiring
- expense controls
- profit maximization
- internal controls
- tax planning strategies
- financial risk
- debt vs. equity expansions
- business entity determination and changes
- latest changes in state and federal tax laws
- advice when working with financial advisors
- optimal asset acquisition and retirement
- lease accounting and other relevant individual and small business financial concerns
