Personal and Business Tax

Tax Preparation (Individual, Corporate, Non-profit and Partnership)
Tax Planning
QuickBooks consulting and bookkeeping services
Business Consulting: entity selection and accounting and financial systems

Investment Services

Cottonwood Balanced Strategy
Supervise and Manage stock, mutual fund and fixed income portfolios
Monthly or quarterly meetings to review performance and investment allocation
Detailed financial planning and/or hourly consultation

Accounting and Bookkeeping Services

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.