You're facing new challenges lately - unfamiliar territory. But you're creative, resourceful, a problem-solver: seeking out advice and strategic support. Cash flow to support your immediate needs & future goals, shifting resources to meet new market demands, finding & keeping employees and navigating ever-changing tax laws are just a few of them.

Tackle the challenges of meeting compliance requirements, budget concerns, revenue stability & rising pension costs. Donations may be down, but having clear cash flow projections, reliable accounting records and clear budget recommendations can keep your organization's goals and mission moving forward.

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Our Team Report

His clients include entrepreneurs and busy professionals who value an advisor to keep their taxes and financials in order. He might meet with a manufacturer one day and a real estate investor the next, but their goals center on minimizing tax impact and building a healthy balance sheet. For Michael's professional clients, this is especially important due to potentially complex compensation, risk management and succession issues.

Secure File Exchange Report

Securely send files to a member of our team in a few quick clicks. Security is our utmost priority and with this link we ensure it is efficient and easy for our clients as well. Our web portal offers a convenient, safe, and effective account access and is also accessible on-the-go with anywhere, anytime access and a common core database.

Accounting & Finance Teams Report

Tap into our team of industry & product experts for your Custom Report Automation solutions. We're committed to providing the guidance, tools, and services that foster lifelong success for your finance team. Reduce repetitive, redundant manual workflows by automating certain accounting processes and get your Financial Statements, Budget Book, Controller's Report out now.

Automotive Dealerships Report

Whether you need audited, reviewed or compiled financial statements, we'll prepare them under GAAP standards to satisfy lender requirements. Corporate income tax planning and preparation, and owner's personal tax planning and preparation. We consult on special projects that require particular industry knowledge applied to state taxation and IRS case law.

Karen Sole Hardwick

Jan 30, 2021

Report

They prepared a package of tax documents for my 2 years deceased mother! WHO does that? She's never been their client. Phone # on documents goes to a full mailbox. SCAM company.

Lance Soll & Lunghard - Brandon Burrows