Financial Planning

We have had peace of mind for the last six years when it comes to filing our state and federal taxes because we have been using ACCOUNT & FINANCE as our accountant! In addition to handling our business year-end taxes, he also does our business monthly bookkeeping, files our monthly required tax estimates, helps us with our financial planning and health are needs, and files our personal taxes. I highly recommend ACCOUNT & FINANCE for all of your accounting needs. He is someone you can trust.

We came to ACCOUNT & FINANCE looking for the right fit with a local accounting firm known for giving great service. We have found them to be an extremely good fit for our ministry size and philosophy. We receive personalized service and are freed up from worrying about things we don’t do well – accounting and bookkeeping – so that we are able to minister to couples and families around the world.

For the last five years, ACCOUNT & FINANCE has provided tax, accounting, and consulting services for our family of owners and various corporate entities in the US, Canada and Mexico. The initial transition went smoothly and the assigned team has remained consistent over the years. We can’t say enough about the engagement team. They have strong technical skills, are extremely responsive and very easy to work with. We’re fortunate to work with a firm that takes a strong personal interest in its clients while being dedicated to providing value-added service.