Tax, Bookkeeping and Financial Services
Scott Financial is a tax, bookkeeping and financial services firm. There is no need to hire a Chief Financial Officer, Certified Public Accountant or Financial Advisor. My firm will tie it all together for you and help you make the most of your finances. When you have an entire picture of your money and how it all works together, the picture becomes more clear and making decisions about your financial goals a whole lot easier.
Our Services
A full suite of services to benefit you, your business and your family
Tax Analysis and Stategy
Let us take a look and analyze your current and past returns. We will search for errors and opportunities to see if we can improve your filings. While suggesting the best path forward.
Tax Preparation
We will prepare tax returns of any type. Whether it is a simple 1040 or a complex 706 return, we will provide an accurate return with the best possible outcome based on your circumstances
QuickBooks
Our QuickBooks certified staff can organize your business transactions, provide reports and help you understand the numbers behind your business. Accurate records provide clearer decision making.
Investment Services
Investment services are offered through River Wealth Management, A Registered Investment Advisory firm. For more information about River Wealth Management visit www.riverwm.com
Small Business Consulting
I currently own and have owned several different types of businesses. I can help you create a strategy to move forward while sharing past and current experiences all to benefit your business.
IRS Offer In Compromise
Formerly known as the Fresh Start Program, the IRS helps individuals get straight with their taxes through an offer in compromise. The IRS wants to help you get on track and we can help you navigate the process
Ready to find out more?
Conversations, consultations and cups of coffee are always free. I would love to learn a little more about yourself, your story and what I can do to help you. Simply send me a quick email and I will get back to you. I look forward to us connecting!