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May - September in-office hours:
Tuesday & Thursday: 10am - 2pm

Tax, Accounting, and Personal Financial Services
Lindsay Albert, EA
Enrolled Agent
SERVICES
Tax Preparation:
As a seasoned Tax Manager for one of the country's most recognized tax software programs, the accuracy and efficiency of our clients' financial information is our #1 priority. Our client entities include:
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Individual
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Corporation
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Partnership
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Not-for-Profit Organization
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Payroll Tax
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Sales & Use Tax
Bookkeeping Packages:
Well-organized financial records ensure successful daily operations of your business. We provide the following cost-effective solutions:
Introducing the OPT ONE Plan for our clients:
Monthly
$550/mo
What We Do:
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Income & Expense Categorization
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Monthly Bank Reconciliations
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Monthly Financial Statements
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Annual Contractor 1099 Filings
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Quarterly Tax Estimate Calculations
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Unlimited Email & Phone Support
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1-on-1 Monthly Review & Strategy Session
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Sales Tax Returns
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Annual Budget Preparation
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