Accounting for Individuals

Our accounting firm is here to help you with your personal accounting needs. From tax planning to looking ahead to upcoming goals, we’re here to help you achieve your dreams. Our strategies are designed to help you meet both your long and short term financial goals. This comprehensive approach is critical to the way we do business.

Monthly Accounting

Our team of  professionals will help with monthly accounting. We help you develop a personal budget, a balance sheet,  listing all of your liabilities and assets as well as help with bank account reconciliations and credit card reconciliations.

IRS Representation

We are committed to helping you find solutions to your tax debt issues and will work with you and the IRS to assist with audits, file back taxes, end wage garnishment and stop levies and liens. We will help you prepare for the meeting and offer advice on how to effectively deal with the IRS.

Tax Planning and Prep

Need assistance with your tax planning? Don’t we all. We have you and your goals and objectives in mind. You and all your tax planning needs are in expert hands with our affiliated financial advisory practice.



Call or email us today for a Free Consultation: 651.735.4488 or [email protected]

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