Services
We provide small business, individual and not-for-profit bookkeeping, payroll and tax preparation services.
Small Business
Need help with a current problem?
Trying to avoid future problems?
Everyday we work with clients just like you, dealing with the same issues just lie yours.
Services range from complete office to monthly, quarterly or annual reconciliations.
Sales tax, payroll taxes, and business income taxes for all 50 states.
Quickbooks assistance for all online and desktop versions.
Personal Taxes
From simple W-2s to complex investment and business issues, we are here for you. Our goal is to simplify your tax recordkeeping and provide guidance through the ever changing and complex income tax system.
We guarantee our work, you will never pay a penalty or interest due to our error.
File your return with the confidence that comes with working with a Certified Public Accountant.
Not-For-Profits
We work with local non-profits and HOA’s. Have questions? Give us a call or schedule an appointment, we are here to help.
- Personal Income Taxes
- Personal Trustees
- Multi-State Taxes
- Trust Fund Maintenance
- Rentals, Investments & Retirement Accounts
- Business Taxes
- Business Systems
- Full Service Payroll
- Quarterly or Annual Reporting
- Corporations, Partnerships & LLCs
Bookkeeping
Full Service
- Online QuickBooks Certified
- Invoicing Customers
- Paying Vendors
- Financial Document Preparation
Tax Services
Personal & Business Tax Preparation
- Tax Management Services
- Electronic Filing
- Deduction Analysis
- Schedule C Preparation
Payroll
We Make Sure Your Payroll Is Correct For Your Business & Employees
- Calculate Gross Wages
- Subtract All Pertinent Withholdings & Deductions
- Make Direct Deposits
- Prepare Employment Tax Filings
Estate & Trust Services; Personal Trustees
- Trust & Estate Tax Returns
- Bill Payment
- Checking Account Management
- Trust Fund Maintenance
“I referred my dad to Tricia for a somewhat unique bookkeeping situation. She was very professional and got the job done efficiently and cost effectively! Thank you!“
“Between owning a small business, investing and wages our taxes can get a bit complicated. This year we used Overturf CPA and Don made it easy.”
“Tricia provides a top notch service. She is responsive, knowledgeable, kind, and easy to work with! I recommend her to anyone looking for bookkeeping services!“
Contact Us
We look forward to meeting with you. You may call, email or stop in, or better yet, book a time using our online scheduler!