Our background provides a wealth of experience, enabling us to provide a wide range of services including:

Tax Services

  • Income tax planning
  • Income tax preparation for individuals, businesses and non-profits
  • Quarterly estimated tax calculations for individuals and businesses
  • IRS tax controversy support


Accounting Services

  • Monthly, quarterly and annual accounting services
  • Budgeting, forecasting and cash flow management assistance
  • QuickBooks ProAdvisor certified–providing QuickBooks setup, training and ongoing assistance for your business


Consulting Services

  • Business advisory services including choice of entity
  • Family office services
  • Assistance with financial and retirement Planning


Contact Jamie Jonas today to get started.