PRACTICE AREAS

 

Individual 1040's  / Partnership 1065 / C-Corporation  ​/  S-Corporation / Estates / Trusts / Bookkeeping / Tax Consultation / Financial Reporting / Forecasting & Budgeting / Non-Profit Organizations / Business Strategy / Risk / Valuation / Wealth Management 

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forecasting & budgeting

Outlook Accounting & Taxes supports our clients in developing their budgets and forecasts through tested planning models and tools, with clear communication every step of the way.To help you plan for the future, we’ll work with you to prepare budgets with forecasted profit levels and cash flow, so you have a benchmark to measure results against.

 

What’s more, we’ll design a strategy with achievable operational objectives, so you can understand how to incorporate clear steps into your planning and processes. When you have a solid strategy in place for your business future, you have clarity and foresight in regards to future expectations and finances. Through the right budgeting and forecasting, you’ll have a specific plan for taking your business to the next level.

Wealth management

Outlook Accounting & Taxes is dedicated to understanding you and your goals. Based on what you want to achieve, we’ll bring together a team of professionals for your investment, trust, credit, banking, or other financial needs. We work with you to create a plan that we'll revisit regularly to help get you to where you want to be. 

You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

It’s an approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life. Because the best outcomes in life come from being fully engaged.

Bookkeeping

As a business owner, you have more important things to do than to keep your own books. Outlook will take care of the books for you so you can get back to running your business.

We're not your average bookkeeper! Sure, we record your transactions, reconcile the books, and run your reports. But we do so much more! We’ll alert you to mystery transactions in your bank account, suspicious charges on your credit cards, expenses that need to be billed out to your clients and overdue invoices that need a friendly follow-up. To put it simply, we take care of the books so you can take care of business!

individual services

Let us help you create your financial freedom. We will determine the proper way to maximize your return on investments and help you reach the next level of comfortability. Outlook provides expertise in future investments, such as your child's education and your retirement. 

 

Outlook Accounting & Taxes provides you with respectable and certified accounting services that you demand. The services we offer meet a wide range of both corporate and personal needs. After working with us, you’ll be able to leave your accounting worries behind and get back to focusing on the things that matter most in your life.

partnership

Outlook Accounting & Taxes is dedicated to understanding you and your goals. Based on what you want to achieve, we’ll bring together a team of professionals for your investment, trust, credit, banking, or other financial needs. We work with you to create a plan that we'll revisit regularly to help get you to where you want to be. 

You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals. It’s an approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life. Because the best outcomes in life come from being fully engaged.

business strategy

As a business owner, you have more important things to do than to keep your own books. Outlook will take care of the books for you so you can get back to running your business.

We're not your average bookkeeper! Sure, we record your transactions, reconcile the books, and run your reports. But we do so much more! We’ll alert you to mystery transactions in your bank account, suspicious charges on your credit cards, expenses that need to be billed out to your clients and overdue invoices that need a friendly follow-up. To put it simply, we take care of the books so you can take care of business!

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