Tax Preparation, Bookkeeping, and Audit Representation
Serving clients in the Cedar Valley and nationwide with in-person and virtual appointments
We want you to feel confident in your tax outcomes and financial reporting. To accomplish this, we build strong relationships with our clients and focus on true service. Why? Because when we're comfortable with each other, collaboration comes easily--perhaps you'll even look forward to tax time and book work.
A letter from the IRS or any tax authority can be shocking, intimidating, and nerve-wracking. Whether you've received a simple request for documentation or you face a full audit, we will navigate the complex processes of the IRS with you to ensure you are well represented.
Our bookkeeping services are tailored to the unique needs of your business and can be as hands-on or as hands-off as you need. We deliver clear financial statements and reports that provide the insight you need to grow your business. We will develop a bookkeeping plan that meets your needs yet minimizes your employees' time spent on the process and without disrupting operations.
Taxes are not optional, but we can make them less stressful--Let us take the confusion and drudgery out of tax prep each year. Minimizing your tax liability and proactive planning are how we make sure your tax outcome is the best possible one for you. We serve individuals, businesses, estates, and trusts with their tax filing needs.
Nick Lodick
Jessica Boose
Mitch Juhl
Have a question? Please send us a message. You'll receive our response within 24-48 business hours.
