SERVICES
individual & Business taxes
CPA prepared individual & business tax return ensures your taxes are accurate and comply with the current tax laws. We help identify the deductions and credits you are eligible for. We use electronic filing so you receive your refund faster.
business Accounting
Our business accounting services includes financial statement preparation, bank reconciliations, transaction reviews, QuickBooks support, budgeting and business consulting. We tailor our services based on what your business needs.
tax advising
We provide strategic guidance to individuals and businesses to optimize your tax situation. We develop strategies to legally reduce the amount of taxes owed, by leveraging deductions, credits, exemptions, and other provisions in the tax code. This might include timing income and expenses, structuring transactions, or using tax-efficient investment strategies.
Financial planning
We can offer financial planning, through Dream Lake Financial (a registered investment advisory firm under common ownership). We combine financial planning with your tax return, to minimize your tax liability and maximize your returns. Through Dream Lake Financial, we advise on investments, retirement planning, and other financial decisions that have tax implications.
Business start up advising
We advise on initial set-up and periodic review as needed. This can include setting up a chart of accounts, setting up the bookkeeping process, budgeting, establish financial reporting, taxes and financial forecasting.