Terri Ward, CPA

Free Analysis

Our service starts with a free analysis of your personal and business tax returns and your financial statements.

Our goal is to identify mistakes and hidden opportunities that could be costing you thousands of dollars and keeping you from meeting your financial goals.

Tax Coaching & Maintenance

When you become a client, you get more than just a tax return. Our maintenance programs allow us to work together throughout the year.  You receive ongoing coaching to help you succeed and keep more of what you make. We want you to feel comfortable calling before any making important financial decision!

We will help you through all stages of your business—from inception to sale.

Planning and Implementation

Available services

• A customized, comprehensive tax plan to help you pay only the amount of tax legally required
• Implementation of your plan
• Monitoring and updates of your tax plan
• A clear picture of your business’ financial health in an easy-to-read report
• Real-time industry benchmark information
• Strategies for improvement in the areas of Sales, Borrowing, Assets, and more

   

Other Services

Business consulting
QuickBooks services
Employee benefit consulting
Comprehensive Financial Planning
Estate Planning
Succession Planning
Asset Protection
Risk Management
Audit Protection
IRS Representation
Group Presentations