Unmatched experience and knowledge
Integrated Financial Management Firm For Small Businesses
Books, Taxes & More is a veteran-owned bookkeeping firm that specializes in helping small to mid-sized business owners establish and maintain good accounting principles.
Our specialty is helping start-up businesses make vital decisions on how to move forward. From helping you decide what kind of business entity makes the most sense for your business and industry to represent you to the IRS while reconciling tax problems. We can help you manage all of the financial aspects of your business such as:
- Incorporation Procedures
- Small Business Accounting
- IRS Representation
- Tax Planning
- Tax Return Preparation
- QuickBooks Services
- Notary Public
About Our Owner/CEO
Steve Perry, MSA, EA has been helping business owners with their taxes and other financials for over 5 years. He is a graduate of the United States Military Academy and rose to the rank of Major before leaving the military in 1992.
A client base where owners focus on what makes them money with no fear of compliance or tax issues and a strong plan both short and long-term. Representation clients who have a calm and realistic view of their tax situation knowing they will have the best income possible.
Provide peace of mind through effective financial management as a fractional CFO. Take the burden of compliance at all levels off the shoulders of our clients so they can focus on building their business. Perform effective short and long-term planning to minimize tax liability for all clients. Aggressively represent clients in all matters to achieve the best possible outcome. Treat all clients with compassion and understanding.
- Absolute integrity is the foundation of what we do.
- Problem solving and research capability are the keys to success.
- Our clients disserve the most aggressive representation consistent with law.
- Because we often see clients at their most stressful times, compassion is critical