Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Why You Need a CPA For Your Home-based Business
October 9, 2024

Running a home-based business comes with a ton of benefits, not the least of which is working for yourself.

How to Maintain a Healthy Business Cash Flow
October 2, 2024

One of the most common problems of small businesses is cash flow.

What to Do If You Can’t Pay Your Taxes?
September 27, 2024

Every year, millions of taxpayers in the U.S. dutifully submit their tax returns, along with whatever taxes they owe to the government.

Is Your Household Overspending?
September 19, 2024

Successful business people and financial experts often say that you should run your household like a business.

Working at Home vs. Working in an Office: Pros and Cons
September 11, 2024

Today, many workers are being offered the opportunity to work remotely instead of going into an office every day to work. This is seen as a benefit, and many workers do take advantage of it.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Phelan is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Jim Phelan was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Jim Phelan patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (631) 446-1800