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Tax, Accounting, Small Business Consulting and Financial Services

Scott Financial is an individual and small business tax, accounting, consulting and financial services firm.  There is no need to hire a Chief Financial Officer, Certified Public Accountant or Financial Advisor. Our firm will tie it all together for you and help you make the most of your individual goals and small business by understanding the numbers. When you have an entire financial picture of your personal or small business from income sources, expenses, challenges and growth opportunities, you can make critical decisions about your life and business a whole lot easier and with confidence. 

Our Services

Our Services

A full suite of services to benefit you, your business and your family

Small Business Analysis

We start by creating a clear picture of your business, good or bad and analyze the health, strengths and weaknesses.

Small Business and Individual Tax Review

We will review your current and past tax returns looking for gaps and opportunities to minimize tax liabilities.  We can assist in tax preparation and strategies to make the most of your income.


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

Business and Individual Tax Preparation

We will prepare any income and business tax return.  Allow us to accurately prepare your tax returns with a money back guarantee.  We can efile your return while providing printed or electronic copies if you choose

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 or leave me a phone message and I will get back to you.  I look forward to us connecting!

Contact
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