Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. C.A.C Financial Services offers a full range of affordable and professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs. Offering affordable and virtual financial services to small businesses. 

Always accepting NEW CLIENTS!

Professional Tax Preparation Services (rates starting at $149)

    • Individual Tax Preparation
    • Small Business Tax Return Preparation
    • Out-of-State Returns
    • Tax Return Amendments
    • Formal Tax Planning
    • Remote Tax Preparation
    • Do-It-Yourself Tax Return Assistance*

Complete Bookkeeping and Accounting Services for Small Businesses (rates starting at $169)

    • Monthly Reports and Statements
    • Bank Reconciliation
    • Payroll Reconciliation
    • Maintain Accounts Receivable and Payable
    • Generate and send invoices
    • Process Sales and Local taxes
    • QuickBooks set-up and training
    • Small business bookkeeper
    • Remote bookkeeper
    • Clean-up Financial records*

Reliable Payroll Solutions (rates starting at $105)

    • Federal Tax Liabilities
    • State & Local Tax Liabilities
    • Unemployment Tax Liabilities
    • Quarterly Tax Forms
    • Year-End Tax Forms
    • Customized Payroll Reports
    • Tax Deposit Services
    • W-2s and Misc 1099s

IRS Tax Help

    • Answer IRS audit questions
    • Complete paperwork for installment agreements
    • Submit settlement offers on tax debt
    • IRS representation

Additional financial services available

    • Credit Restoration Assistance
    • Personal Budgeting Assistance
    • Identity Protection Assistance

Monthly & Customized packages are available.

Whether you need in-person or virtual individual tax preparation, personal financial planning, or small business services, you’ll always receive complete, accurate and confidential financial services.

The tools and resources I use allow me to help taxpayers across the U.S. take control of their finances. While using a secure file portal, documents are scanned, reviewed, stored, printed and signed virtually for your convenience and most importantly your security. 

Call TODAY to schedule an appointment with your new Tax Professional! (888) 541-6630

*services are quoted separately based on complexity