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Coet 2 CPAs

As small business specialists, we offer a comprehensive solution to help our clients build and protect their wealth by efficiently managing their taxes. We guide our clients from the launch of their business through exit planning, working with them to materialize cash flow management and profit maximizing strategies. Our team of professionals are former IRS employees and are highly skilled in tax planning and preparation. We also provide accounting systems design, such as QuickBooks, and have a QuickBooks Pro Adviser on staff. We are proud to offer one-stop services that cover a broad spectrum of needs, including income tax planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and maintenance. Moreover, our list of services does not stop there; we also offer business valuation, forensic accounting services, and litigation support for our clients.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

McGreal & Robinson

McGreal & Robinson is a team of tax specialists dedicated to helping people with law enforcement, home businesses, investment properties, and s-corps in the service industry with their business taxes and any related personal tax returns. We offer a variety of services to make sure that your payroll, bookkeeping, estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all taken care of. Individuals can get assistance with estate planning, individual tax planning and preparation, elder care, and personal financial planning. Businesses can make use of services such as small business accounting, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We also offer tax services such as tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief and getting an IRS file. Our QuickBook services include setup, training, QuickAnswers, QuickTune-up, and you can even buy QuickBooks and save.

Rosyan Bookkeeping Services

At Rosyan Bookkeeping Services, we strive to provide high quality service and customer satisfaction for businesses of all sizes. From Sole Traders to Mid Sized Enterprises, our team of Qualified Accountants and Certified QuickBooks ProAdvisors are here to take care of accounting and bookkeeping needs. Our mission is to ensure businesses have accurate and reliable financial information to make better decisions and remain compliant with the law. We offer a full range of services from day-to-day bookkeeping to more complex requirements such as preparing financial statements, budgeting, cash flow analysis, and more. With years of experience, our team is well equipped to help any business stay on top of their finances.

Phoenix Accounting Service

Phoenix Accounting Service is a renowned accounting firm committed to providing high quality services. Our mission is to help businesses increase profits, reduce taxes, and improve cash flow. We have offices in Mesa and Phoenix where you can book your appointment. Our services are comprehensive and include individual and business tax (all states available), full charge bookkeeping, payroll, payroll tax and sales tax, and various accounting services such as A/P & A/R, general ledger, journal entries, financial reports, and bank reconciliations. We also offer Pro QuickBooks advisor and training to help you get the most out of your finances. With our expertise and experience, we strive to ensure that your business reaches its full potential. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

BusinessGPS

BusinessGPS is a business consulting firm that helps businesses of all sizes reduce debt and increase cash flow. Our services include turnarounds, debt management, financial restructuring and capitalization solutions. We are dedicated to helping businesses reach their goals and increase their success. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Thomas Wilson Group

Todd Smith established Thomas Wilson Group in 2004 after spending fifteen years of working for two prominent trucking companies in the safety and risk departments. He was confident that he could provide superior services and advice to customers based on his experience in managing risk and insurance for big trucking companies. We specialize in providing Commercial Truck Insurance in Tennessee and sixteen other states. We help independent contractors to find cost-effective insurance coverage for their physical damage, non-trucking liability, bobtail insurance, occupational accident insurance, and other types of truck insurance for owner operators. We can offer various monthly reporting options for both small and large fleets to aid in more effective cash flow management. Additionally, we partner with numerous trucking insurance companies and compare different carriers annually to give our customers access to the best trucking insurance companies for their business. Reach out to us today to speak with one of our commercial truck insurance specialists and let us find the best rate on your truck insurance.