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I specialize in individual and small business tax preparation. I conveniently drive to you. My affordable tax, bookkeeping and payroll services are custom fitted to you in every way.
Brian R.
I was refereed to Mike to assist me in filing my taxes for last year as well as the 3-ish years prior that I hadn't yet filed YIKES.Anyway, I couldn't be more pleased with the experience. That year was the year that I also started my own LLC so I was both excited and overwhelmed with filing my taxes that year. I sought Mike, and he was highly knowledgeable with my particular (mess LOL) situation: 1) Self-Employed Sole Proprietor LLC, 2) a contracted worker and also 3) a working waged employee at another company 4) had not filed for years. Mike came to my office at a time that was convenient for me, and within minutes he had collected all the information he needed (business expenses, revenues, 1099's, W-2's, etc.) and was on his way. Days later, I received government tax return checks in the mail and I was a little more rich but more importantly; relieved. I didn't owe anything (phew!) and rather than spending the hours -- and dread -- trying to do it all myself and run the risk of making a grave mistake or losing potential tax credits, Mike expedited the whole experience. Well worth it!Thanks again Mike, I hope to book you again for years to follow!I highly recommend Tax Guy Mike for your tax needs.
Proudly providing accounting services for over 20 years. Our job is to break the often time-consuming and confusing process of bookkeeping down, into simpler steps. Keeping it cost effective and manageable for your type and size of business. As skilled accountants, we work closely with you, and your C.P.A. and/or Enrolled Agent. We help make sure your bookkeeping procedures free you to focus on what's most important.
Vinocor USA
I can not say enough about Access Accounting! Without their help we never would have been able to successfully run our US location. Knowing we had such a strong support team and a company who could provide us with the financial information needed at the click of a button was priceless to us. All the way from Portugal and your services can't be beat!
BGS Hawaii is a full service bookkeeping firm created to assist small businesses in their entire bookkeeping needs including payroll, monthly reconciliation, financial statements, accounts receivables and payables
MyGoCenter is a support system for business professionals. We provide full time offices, conference room rentals, accounting services, admin services, mail handling, and business consulting services.
Are you trying to start a company? Get your business off the ground? do you need to set up, like everything? In trouble with your taxes: sales or payroll? I provide income tax, payroll and bookkeeping services.
Honolulu
Auto Pilot Assistant, LLC is dedicated to creating substantial and long-term relationships with our clients and partners to achieve business goals. We earn this through our commitment to finding the best solution(s) that will fit and fortify our client's business. ​Our business consulting services are designed to integrate in your business and become an lifetime partner. Our goal to help businesses maximize overall efficiency, drive sales and reduce cost.
USA
Coastie Financial, LLC is a veteran-owned business that provides financial services to individuals and businesses. We start with the end in mind. That simple mindset separates us from our competitors. We invest heavily in your financial plans, businesses, and families because we want to see you achieve your goals. Our interests are in helping clients through projects to build trust and develop those clients into life-long partnerships to tackle your most arduous financial, accounting, or life-in-general task. Our four lines of business (with examples of services alphabetized below) are: (1) Financial Planning (using MoneyGuidePro) a. Comprehensive Financial Planning b. Individual Components of a Financial Plan - Defined Benefit Questions? (pensions, etc.) - Defined Contribution Questions? (401ks, Thrift Savings Plans (TSPs), 403bs, 457s, etc.) - Individual Retirement Accounts - Insurance Questions? - Debt and/or Credit Improvement Plan - Asset Allocation / Risk Profile Questionnaires - Social Security Analysis - College Savings Plans (529s) - And More! (2) Accounting (using QuickBooks Online) a. QuickBooks Software Sales (we will beat the QB Online Offer every time!) b. QuickBooks Accounting Services: - Chief Financial Officer (CFO) services: Outsource all of your finance and accounting (bookkeeping) work so that you can focus on what you do best. Finance and accounting will come to you in professional reports with analysis. - Monthly Accounting (bookkeeping) and or Finance (forecasting, analyzing financial ratios, capital structure, etc.) which includes annual closeout and preparation for delivery of books to your Tax Accountant. - Quarterly Accounting (bookkeeping) and/or Finance which includes annual closeout and preparation for delivery of books to your Tax Accountant. (3) Tax Preparation (using ProConnect Tax Online) a. Military without Dependents: $99.99 - $149.99 MAX b. Military with Dependents: $124.99 - $174.99 MAX c. Civilian without dependents: $124.99 - $174.99 MAX d. Civilian with dependents: $149.99 - $199.99 MAX e. Add schedule C tax return for $74.99 - Had dependents +$25 - Sold home +$25 - Rented home +$25 - A taxable brokerage account with either (1) 10 or more positions or (2) average previous four quarters' (latest statements) balance of $50,000 or greater. (4) Consulting: a. Business Plans: We work closely with the Small Business Administration (SBA) to help you get the funding you need to get your business off the ground. The funding begins with a solid business plan. b. Start-up Finance, Accounting, Operations, Strategy, Marketing c. State, Local & Federal Government Financial Management Consulting d. Career Coach / Mentor / Life Coach / Accountability Partner) Call on Coastie Financial, LLC for all your financial, accounting, taxation, individual or business, and consulting needs. We are prepared to help you grow and achieve your goals. Book a free consultation using the following link: https://coastiefinancial.business.site/
- QuickBooks Software Sales (we are a wholesaler, so prices are cheaper than online)
- QuickBooks online QUARTERLY service
- QuickBooks MONTHLY services
- QuickBooks Chief Financial Officer services
-Tax Preparation services for small businesses and individuals
- Financial Planning (for individuals: (1) Comprehensive Financial Plan, Budget Planning, Social Security Analysis, 529 College Educations Savings, Thrift Savings Plans (TSPs), 401(K)s, 403(B)s, 457, Traditional and Roth IRAs (2) for businesses: Financial Analysis, Capital Budgeting, and Forecasting). Did I mention we use the world's best financial planning software for now 11 consecutive years with the largest market share. It comes with MX Data Aggregation so we can plan using your REAL assets, which are updated every time you log in the secure client portal. It also does a nice job of combining classroom theory with real-word analysis such as Monte Carlo Analysis. Monte Carlo Analysis takes your current assumptions and runs over a thousand iterations that include potential different investment performance outcomes. It really helps you see the strength (or weakness) in your financial plan.
- Business Consulting: Business Analysis and Data-driven recommendations for Finance, Accounting, System Selection (IT), Marketing (narrowing down your niche market and how to reach them).
- Business Plan Development (one of my favorites... and I'm really good at this!). Specialty would be for Small Business Administration (SBA)-backed funding.
"You get what you inspect, not what you expect." This quote sums up my approach to accounting. Remember, accounting is backwards looking, while finance is forward looking.
Flexibility. Helping others. Love for problem solving and creating efficiencies.
Retiring as a Lieutenant Commander after enlisting at age 19 from the U. S. Coast Guard, a career where I was exposed to many different mission sets including Search & Rescue, Law Enforcement, Operations and Communications, Reserve Program Management, Financial Counselor, and finally Finance & Accounting.
My grandad owned Littleton Hardware, Inc. in North Carolina and I worked there since I could see over the counter. I was attracted to operating the cash register. I was attracted to entrepreneurship.
While obtaining my undergraduate degree in Finance from East Carolina University, I had the fortune to meet Warren Buffett, have lunch with him, visit his stores in Omaha, and more. It was a great experience. He auctions a lunch with him each year that generally brings in $100,000, which of course he donates to the lucky winner's favorite charity.
Because we start with the end in mind. We do this because, without a chart or roadmap, it is more difficult to get to your destination. From the beginning, we ask questions about the end, also known as your end goals. What are we planning for? What is your tax situation? How is your business' books and taxes?
At the end of the day, I have the experience, tons of education and training (thank you Coast Guard), and desire to continuing to serve others. Thank you for considering Coastie Finacial, LLC for your Financial Planning, Accounting, Taxation, or Consulting Needs. By doing business with us, you will help us achieve our goal to hire 40 military spouses before 2030 to provide similar services, but as subject-matter-experts to the military communities where they reside. Win. Win.
