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Tax Planning & Preparations


One of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, your needs can be accommodated. We can work together throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. One-on-one service, expert tax return preparation and helpful advice will give you peace of mind, knowing that your tax return is in capable hands.

The PA is focused on remaining up-to-date on the changing tax laws and examining all of the tax-saving opportunities available. While remaining in compliance with the IRS, it is a priority to lower your tax liabilities and maximize your overall profitability and cash flow.

Bookkeeping Services


Accurate record keeping is a fundamental requirement of running a profitable business—but can also be complicated and time-intensive. I will become your external accounting department, offering complete relief from the never-ending flow of bookkeeping tasks. You can rely on my services for bill paying, bank statements and credit card reconciliation, running financial statements, payroll tax preparation, and more. Your worries are minimized.

I will perform your daily bookkeeping duties off-site with convenient online access to your information. An accurate depiction of your business is always just a few clicks away.

Excel & Quickbooks Consulting


Every small business owner needs to ensure they have the skills to effectively and efficiently run their business.  Some of the most useful tools are available in Microsoft Excel and with a little one-on-one training, you can find out how it can help improve your production and grow your knowledge of your business.  After constructing some standard spreadsheets, pivot tables, formulas and other management tools, you'll really see a difference in managing your day-to-day operations.


Quickbooks is another way most small businesses keep track of their finances, invoices, Income Statement and Balance Sheet.  Some of the features may seem like you don't need them or wouldn't help but with some one-on-one training we can find out what you might be missing out on and I'll structure my training based on your business needs.


Crypto & NFT Tax Consulting and Planning


Coming soon!

Payroll Taxes


The PA is able to assist in quarterly payroll tax preparation and assuring that you are in compliance with State and Federal Tax requirements.  Every company is in a different and unique situation when it comes to Payroll so Eric can help in determining what is best for you and your company.

Compilations & Reviews


To ensure that your business is running at top operating performance, I offer accurate reporting with critical analysis so you always know where you stand financially. Additionally, I'm there for you throughout the year to offer insightful assistance with your important financial decisions.


With compilation services, you're provided with comprehensive and detailed financial statements on a monthly, quarterly, or annual basis. However, I will work with you to make sure you understand your data so that you can continue to make smart business decisions and stay on an efficient and profitable financial course.

Small Business Consulting


The PA is a full-service consulting firm for small businesses tailored to ensuring that you are successful from the launch of your business and as you move forward. There are many aspects of running a successful operation —offering everything from entity selection, initial setup of your accounting records to accounting software conversion and QuickBooks training.

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