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Bookeeping Financial Reporting Estate Planning
Planning Preparation Representation
Where Financial Education Meets The Community
 

Get ready to take control over your finances

We use our expertise to better serve our clients during our initial conversation.

Quality Service and Knowledge from our financial professionals is vital to best address your needs.

ACCOUNTING SERVICES

  • Financial statement preparation

  • Accounting assistance

  • Budgeting and Forecasting

BOOKKEEPING SERVICES

  • Monthly, quarterly, and annual financial reporting statements

  • Bill paying services

  • Payroll and sales taxes

TAX PREPARATION

  • Income tax planning and consulting

  • Income tax preparation and compliance

  • Tax Representation

 
 

Our Mission

To provide outstanding financial and professional services while maintaining the highest levels of quality and professionalism. To meet the current and future needs of our clients and help them to prepare for a strong financial future. To create an environment where innovation and creativity is allowed to flow effortlessly. To establish true relationships of trust and honesty between our team, partners, and clients.

 
 

“

August 2020

I saw tangible results in the first 30 days of working with Tammie. I was able to pay off a major item during that time that I thought would take much longer. Tammie is extremely knowledgeable & not afraid to challenge you. She helps you get a clear vision for your finances & identity the steps to take towards your goal while also holding you accountable.

S. Welch, Credit Management Services