Prime Point
Practical Financial Advice You Can Count On
Invest your time and efforts on running your business. Leave the accounting to me.
- Trusted
- Experienced
- Professional
Services
What We Do
We provide reliable and affordable tax, accounting, and financial services designed to help individuals and small businesses stay compliant and financially confident. Our goal is to simplify the process, maximize your savings, and support you throughout the entire year—not just during tax season.
01.
Tax Preparation & Planning
We prepare accurate and IRS-compliant tax returns for individuals, families, and businesses. Our tax planning strategies help reduce your tax liability and maximize your refund.
What’s included:
• Individual & Business tax filing
• Self-employed / freelancer tax filing
• Deduction maximization
• Year-round tax advisory
• ITIN assistance
02.
Bookkeeping & Financial Statements
We keep your financial records organized, accurate, and up to date. Our bookkeeping support ensures your business stays compliant and ready for tax season without stress.
What’s included:
• Monthly bookkeeping
• Profit & loss statements
• Balance sheets
• Expense categorization
• Bank reconciliation
03.
Sales Tax & Payroll Services
We handle your sales tax filings, payroll processing, and compliance needs, ensuring accuracy and timeliness for your business operations.
What’s included:
• Sales tax reporting & filing
• Employee payroll processing
• Payroll tax calculations
• Quarterly filings
• Employer compliance support
04.
Business Registration & Licensing
Starting a business? We help you set up your structure properly and meet all legal requirements to operate smoothly and confidently.
What’s included:
• LLC formation
• EIN registration
• State business registration
• Annual report filing
• Industry-specific licenses assistance
05.
Ongoing Support & Cloud Tools Integration
We help businesses transition to modern, cloud-based systems for accounting, tax tracking, payroll, and financial management.
What’s included:
• QuickBooks setup & integration
• Cloud bookkeeping tools
• Ongoing support & maintenance
• Monthly review meetings
• Data backup & compliance
Why Choose Us
Accurate Record Keeping
We combine experience, accuracy, and technology to deliver reliable financial services that help you stay organized and compliant all year long.
Always On Time
We ensure all forms, filings, and reports are delivered before deadlines — every time.
Accurate & Reliable
Your financial records and tax filings are prepared with precision to avoid errors
Client-Focused Service
We guide you step-by-step, offering support tailored to your personal or business needs.
Testimonials
What My Clients Say?
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