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ACCOUNTING, TAX, BOOKKEEPING


The most frequent accounting concern we hear about is service. At Mosaic Financial Solutions, whether you're an individual or small business, we believe we should be your partner "on call" for whatever you need, whenever you need it. If you need help with bookkeeping, or QuickBooks, we'll come to your office to help you straighten it out. You won't have to contact the IRS – we consider that our job. We know who to call, what to say and how to resolve your issues so that you can go back to what you do best.

We'll help you help yourself, to stay organized, be proactive, and stay in compliance – throughout the year vs. once a year.

Accounting and tax advisory services include:

  • Business structure planning
  • Personal financial services, tax planning and compliance
  • Family partnerships and corporations
  • Family tax planning
  • Estate and gift planning
  • Business organizations and reorganizations
  • Executive compensation plans
  • Pension, profit sharing plans, and other fringe benefit programs
  • Full tax compliance service Federal, State, and local
  • Representation before the various taxing authorities
  • IRS audit appeal services
  • Temporary assumption of controller/CFO duties

We may also be able to recommend a payroll service based on your needs and situation.

Mosaic Financial Solutions, LLC


info@mosaic-fin.com