Accounting and Tax

Jeff, CPA, and Kirstie are dedicated to providing bookkeeping services, payroll services, QuickBooks advising, Business consultation, entity selection, payroll and sales tax, tax preparation and planning to individuals and business owners.  We go by the philosophy that everyone is entitled to have their tax preparation and accounting needs done professionally at a reasonable fee.

We believe having a close relationship with the client is the first step on the road to success.  We offer many different packages and a la carte options, one being on a partner level with the client.  Our goal is to be an extension of your business allowing you more time to focus "on" the business, not "in" the business. 

We offer many services to individuals, corporations, partnerships, limited liability companies, and employer retirement plans. 


Accounting Services that we offer include:

  • Bookkeeping on a monthly, quarterly, or annual basis.
  • Payroll processing and filing of all related returns.
  • General Ledger and Financial Statement preparation.
  • QuickBooks advising
  • Business consultation
  • Entity selection, structure, and startup


Tax Services that we offer include:

  • Preparation of your individual income tax returns along with extensions and amended returns, if needed.
  • Completion of small business and corporate tax returns.
  • Filing monthly sales tax & quarterly and annual payroll tax returns.
  • Tax planning and compliance concerns


*Tax and accounting services are not offered through Cambridge Investment Research, Inc.