holistic accounting for peace of mind

Proactive - Holistic - Thorough

For over 23 years Jay has focused holistically on serving the tax and accounting needs of clients across different industries.  A “holistic” accountant? Jay approaches each project identifying the tasks at hand but also looking comprehensively. Enter in "Holistic Accounting." 

Each project is collaborative. There are many factors affecting the health of your business outside of what’s on the table at the moment. Jay partners with his clients to understand their needs and serve them well.   If you want strategies to minimize your taxes – you’ve come to right place. If you are in trouble with the IRS – we can help you.
 

What distinguishes us:

  • Collaborative - We make decisions together that affect you and your finances

  • Accessible - contact me when you have a question - we are a team

  • Upfront pricing - Packed and Customized pricing to meet your individual needs

  • Value received greater than the price - That only makes sense

  • Creative and Strategic - effective strategy to reach your objective

Services offered for businesses and individuals:

  • QuickBooks Online and Desktop – from setup, conversions, bookkeeping, cleanup work

  • Consulting - bring your idea, task or problem and let’s get to work and find a solution

  • Tax planning and preparation -

  • Accounting, Bookkeeping and Payroll services for your small business

  • Sales tax

We are committed:

  • We are proactive and we look for tax savings opportunities to take advantage of.

  • We are excellent at what we do – so you can thrive doing what you do best.

  • We provide great service. We treat our clients with the care we’d want given to our parents.

See if we are a good fit for you and/or your business.