Our mobile CPA services are geared toward saving you time and money by traveling to you. Think of it as a house call for your financial health! We'll meet you at your place of business, home or other location. We work around your schedule to accommodate you. We can stop by to pick up and deliver documents or fully provide the services at the location of your choice. This allows us to provide tax and accounting services with the highest level of professionalism and reliability in a cost-effective manner with minimal interference to your daily schedule. 



Tax Services

All of our services are available 100% online. This means that you are always connected to your data and accountant in real-time. As long as you have access to a computer or other device with an internet connection, you’re up and running. 


Prefer to meet in person? We can meet with you by appointment at our Metairie, LA office to discuss your accounting, bookkeeping, or tax needs. Just shoot us an email or give us a call and we will set up an appointment.


Accounting Services

 We offer complete tax preparation and planning services.

  • Individual

  • Partnership

  • ​Corporate

  • Tax Exempt

In the event of an audit, we are authorized to represent you before the IRS. We can also help you resolve IRS Notices, amend prior returns or file non-filed/back tax returns. 

Our tax planning services include calculation of estimated tax payments and planning to minimize your tax liability. We can also assist you with payroll and sales tax filings. 

  • Assessment of general ledger

  • Year end clean-up of books 

  • Wave online accounting

  • QuickBooks Online

Our complete range of accounting services will assist you in understanding your financial outlook, putting you in a better position to make wise financial and business decisions.

  • Preparation of financial statements
  • Accounting system training & support
  • Weekly/monthly/quarterly bookkeeping
  • Bank reconciliations

 Contact us to learn more about Wave, QuickBooks, or other accounting software. We can help you determine which program best suits your needs. As a member firm of various professional networks, we are able to offer you discounted or free accounting software depending on your needs.  

All of our Accounting and Tax Services can be delivered through one of the following three channels: