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

Simplifying and Improving the Individual Tax Preparation Process
November 19, 2024

Preparing taxes isn’t most people’s idea of a good time. Usually, tax time is considered something of a downer, especially for anyone trying to do their own taxes.

Getting Back on Track After Failing to File Taxes for Years
November 11, 2024

Failing to file your taxes for several years can feel overwhelming.

Understanding the 1031 Tax Exchange
November 3, 2024

Despite the changing economy, real estate remains one of the most reliable ways to build wealth. The downside to that is, the more wealth you build, the more taxes you usually have to pay.

Should You Accept Crypto For Payment in Your Business?
October 25, 2024

If your business has clients that are likely to want to pay with crypto, should you allow it?

Executor of an Estate? What to Know
October 17, 2024

Being named as the executor of an estate is a great compliment and a serious responsibility.

 

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 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.

  • 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.

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