Your trusted partner for tax & bookkeeping solutions
We provide tax prep, sales tax management, and financial planning services to ensure your financial records are accurate, organized, and compliant.
Our Services
For businesses
✓
Tax Preparation and Filing
✓
Sales Tax Management
✓
Tax Compliance and Audits
✓
Consulting for Small Businesses
✓
Business Entity Selection
✓
Financial Statement Preparation
✓
QuickBooks Setup and Support
✓
Cash Flow Management
✓
Expense Tracking and Reporting
✓
Tax Planning and Strategies
✓
Year-End Financial Review
For individuals
✓
Tax Preparation and Filing
✓
Financial Planning
✓
Tax Compliance and Audits
✓
Debt Management and Reduction
✓
Tax Planning Strategies
✓
Year-End Financial Review
✓
Personal Budgeting and Expense Tracking
✓
Investment Planning
✓
Retirement Planning
✓
Estate and Trust Planning
✓
Insurance Planning
The People behind the scene
Meet Our Team
Judy Se-Fune, CPA
Financial & Tax Strategy
Gigi Legson
Tax Specialist & Bookkeeper
Former Accounting & Treasury Supervisor.