About Us
We provide tax and financial reporting and planning for individuals and small businesses using online and desktop software Quickbooks and ProSeries; full service payroll including direct deposit, health insurance and retirement calculations. We're set up to handle all states' income, sales and payroll returns.
The products and services we offer
Recommendations Received (13)
"Roberta did individual income tax prep for my family. Our Returns were complicated with tax..."
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"Roberta did individual income tax prep for my family. Our Returns were complicated with tax reporting of Foreign Bank Accounts etc. Roberta is thorough, patient, and persistent in resolving any questions or problems encountered. She would always answer my questions whether at busy tax times or mid year. "
"Roberta is the consummate professional and always stays on top of changes to the tax laws. She..."
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"Roberta is the consummate professional and always stays on top of changes to the tax laws. She takes time to ask the right questions and explain things."
Products & Services
Full service payroll, including all frequencies, income and deduction types, direct deposit, conversion of advance payments and all tax filings, in...
Preparation and electronic filing of all business type and personal income tax returns, sales tax returns and payroll tax returns for self-prepared...
Recent Activity
When I sent a letter out to new homebuyers to generate tax clients, I used "people" english, not accounting terminology. I got 11% return and closed all of them. I was told they compared all the letters they received and understood mine most.
(more)
When I sent a letter out to new homebuyers to generate tax clients, I used "people" english, not accounting terminology. I got 11% return and closed all of them. I was told they compared all the letters they received and understood mine most.
A reputable company won't ask for money up front. Ask the Better Business Bureau about potential lenders. Make sure your personal assets aren't in danger. Try a subscription to a legal service so you have someone to review the terms.
(more)
A reputable company won't ask for money up front. Ask the Better Business Bureau about potential lenders. Make sure your personal assets aren't in danger. Try a subscription to a legal service so you have someone to review the terms.
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Our Recognition
