Our mission is your success! We put high value on family and excellence and our team strives to treat all our clients with the care, attention to detail and excellence that we would put towards our own family. We pay attention to all the financial details of life, whether those details involve your business, your personal finances or planning and paying your tax liabilities. We are experts in the field of Accounting, Tax, Business Consulting and Financial Planning.
Feeling confused? Do your financial statements not make sense? Is your budget controlled by the "changing winds" of public opinion? Not sure what new rules and regulations apply to you? We can help! Our many services to churches include bookkeeping, accounting, financial statement preparation, CFO services and financial consulting. Let us help you focus your church's vision!
Are you tired of your business running you? Never having enough time to focus on growing your business or enjoy time with your family? We can help! Our many services to businesses include bookkeeping, accounting, tax planning, tax preparation and business consulting. Let us help you leverage your time!
Are you tired of working hard, but only having enough money to survive? Of trying to use "free" budgeting or tax software only to find out it is way more complicated then they promised and actually not "free"? We can help! Our many services to individuals include budgeting, tax planning, tax preparation and financial planning. Let us help you thrive financially!
We value openness and clear communication. So although many of our competitors won't put their rates online or may even advertise themselves or their product as "free" we want to start with openness even before we meet.
Our services are personalized to each client's specific needs. In order to have the freedom to do that we have standard hourly rates:
$75/hr for Accounting Staff
$150/hr for CPA Staff.
We care about you and about your success, and we believe you won't find a better investment than in yourself and in us!
UPLOAD TO OUR SECURE PORTAL:
NEW CLIENT INFO FORM
NEW BUSINESS CLIENT INFO FORM
3639 Cortez Rd W, Ste 250, Bradenton, Florida 34210, United States
08:30 am – 05:00 pm
Monday 8:30am - 5:00pm
Tuesday 8:30am - 5:00pm
Wednesday 8:30am - 5:00pm
Thursday 8:30am - 5:00pm
Friday 8:30am - 5:00pm
Closed on Saturday
Closed on Sunday
During tax season we are open late and on Saturdays. Hours are updated accordingly.
DUE TO THE COVID-19 VIRUS AT THIS TIME WE ARE NOT ACCEPTING IN-PERSON APPTS OR WALK-IN SERVICE. HOWEVER WE ARE STILL ACTIVELY WORKING TO ATTEND TO OUR CLIENTS NEEDS. PLEASE CALL TO SPEAK TO ONE OF OUR STAFF MEMBERS FOR ASSISTANCE!