Certified Public Accountant and Certified Senior Advisor and Quickbooks Pro Advisor with 32 years experience in offering Financial Services

We provide the creation and maintenance of accounting and financial records, financial statement preparation, as well as creation of strategic and operational plans and budgets.  We also offer a wide range of tax services from income and payroll tax preparation and planning to audit representation before tax authorities.

We tailor our services to ensure they best suit your needs

For some individual and small business clients, we offer complete services from the receipt and payment of bills to the research and recommendation of vendors and vendor plans to the preparation of income tax returns.

• We maintain a secure server whereby we can electronically share the books and records with our clients so that payroll records are fully integrated with the company’s other financial records.  There is never an interruption in your business because your accountant has your books!
• We represent many individuals by being their Power of Attorney and professionally ensure that their bills are paid timely, working closely with our clients’ attorneys, if they so desire.  This has allowed numerous clients to maintain their independence as they have grown older.

We, too, are a small business and know how important it is for you to be able to reach us at YOUR convenience. Our phones ring to one of our cellphones outside business hours. You are able to reach a human who can actually help you when you need it! Please feel free to verify Jacquey’s status as a Certified Senior Advisor