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Our approach to accounting is a little non-traditional. We believe in planning ahead, not just recording the past. We work with our clients over the long-term, to help guide them in Creating, Preserving, and Retaining Wealth. We keep the best interest of our clients at the forefront of everything we do.  When our clients succeed, our company succeeds.

Accounting Documents

Preparing and planning for taxes is often a stressful and complicated endeavor. Preparing your own tax return can be extremely difficult, especially given today’s complex tax code. This can often leave clients with more questions than answers.

These days, many people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year, and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

At ProTax, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability.

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Accounting, Bookkeeping, Payroll

Utilizing our in-depth knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business. We help small businesses make the best decisions to help them grow and prosper for many years. Understanding how your decisions impact complex tax, payroll, and bookkeeping situations can be frustrating, time consuming, and difficult. Having professionals on your team ensures you make the right decisions without the headache. We can handle it all, from your payroll needs to banking and check writing.  If you’re having issues preparing your financial statements, we can tackle them for you.  You name it…we can do it!

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Wealth Management Accounting (WMA) is more than just accounting. Over the last 20+ years, we have assembled a superstar team of trusted resources that work together daily to take care of our clients.

This team is committed to improving clients' lives by providing individualized tax reduction planning strategies that align with the client's needs for Estate Planning, Asset Protection, and Investment Management. WMA provides choices not traditionally offered through other resources. We pledge to deliver a cohesive financial plan that is 100% in our clients' best interest.

The WMA team plays several roles: Accountant, CPA, Bookkeeper, Investment Manager, Stockbroker, and incorporating tax advice from our attorney or yours. All collaborating and communicating for the benefit of our clients.

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