Tax and Accounting Services

From proactive tax planning to financial coaching, our firm offers a holistic set of services which are customized to fit your needs and unique situation.

Tax Planning

As part of our proactive tax planning service, we create a custom plan for your business and personal finances to legally pay less in taxes. Marc is a member of the American Institute of Certified Tax Planners, a network of CPAs and EA’s from across the country who work together to provide continuing education and workshops geared toward implementing new tax saving strategies, saving clients real money and helping them reach their financial goals more swiftly. Schedule your tax planning consultation today to see how much we can reduce your tax bill!

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Tax Compliance

Our goal is to make filing taxes as stress-free and painless as possible. Our tax preparation service provides you with complete guidance and support throughout the entire process from gathering all your tax docs to filing your tax return. Our team helps you understand complex tax rules in plain English so you can confidently know what is being filed. We will take care of all the tedious paperwork, so you don't have to, and our client portal makes it easy to upload your information and communicate with our team throughout the process.

Accounting & Bookkeeping

Offload the administrative burden of your business accounting so you can do what you do best, running and growing your business. Our solutions will save you precious time and strengthen your financial visibility. We will keep your books up to date on a monthly basis so you can have up-to-date financials to help you make meaningful financial decisions in real time.

Financial Coaching

We all have dreams and goals, but sometimes we aren't sure of the best pathway financially to reach them. An outsider’s objective perspective and accountability can often be the catalyst we need to get us on the right track. Our firm recognizes that tax planning is just one part of a holistic financial picture. As a Dave Ramsey Certified Financial Coach, Marc is ready to equip you with the tools you need to reach your financial goals.

Ready to Discover How Much You Can Save?