Prepare tax returns for individuals and businesses , recommend tax planning and tax saving strategies.
Provide write-up services, financial statement preparation and quarterly payroll tax services.
Advise individuals on personal financial planning, including retirement, college, & estate planning.
Help clients apply for loans, credit, and college financial aid by compiling information required by lenders
Train clients individually to customize QuickBooks software for their business. Clissy is a certified QuickBooks Advisor.
Review a company’s accounting system and recommend improvements. Develop tax and financial strategies tailored uniquely for client’s business needs.
1504 Earle Rd, Charles Town, WV 25414