Feel free to contact out with any questions or to set up a meeting to discover the best path to your financial assurance for your personal or business goals today and tomorrow!
Monday - Friday: 10am - 5pm
Saturday: By appointment
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Whether your goal is to pay off education loans, save for the purchase of a home, establish or manage your retirement accounts, minimize taxes, or ensure your existing portfolio is balanced and in line with your goals, ATI will work to maximize your profits and eliminate anxiety through personalized, fee-only financial planning and accounting services. QuickBooks offers a huge advantage for small businesses.
Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
You wll not find a one-size fits all approach at ATI
We have years of experience helping clients prepare for the unknown while meeting their financial goals. There are a lot of different ways we can help you grow your income and keep it safe as you plan for retirement. There are also living benefits. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We will set up, manage, and maintain your Quickbooks Online account, prepare customer invoices and bill payment, record all income and expenses for the month along GAAP and FASB guidelines, and track all other adjusting entries. We will also reconcile your bank and credit card statements each month, identify any errors needing adjustment, and correct the errors as needed. Your month-end close report will include all reconciliations and adjusting journals.
Your accounting service quote follows a discovery call to review your needs and desired level of support. Start your personalize review here. Feel free to give us a call today.
Tax preparation ends April 15 but tax planning happens all year long. Individual taxpayers and businesses should be prepared to claim any tax credit or deduction to which they are legally entitled.
The goal is to reduce taxable income by all allowable credits and deductions to pay only the taxes you owe.
Each payroll period, we will review the payroll data/employee hours that you provide to us and submit it for processing, as well as track all relevant data necessary for the preparation and processing of complete and accurate payroll.
We can prepare monthly, quarterly or annual tax returns and prepare year-end 1099/1096 and W-2/W-3 forms and transmittals.
Regular review of your financial transactions and the key performance indicators of your business is an essential task for any business owner. We will prepare regular and/or customized reports to help you assess and improve the health of your business, manage cashflow and bring your business to the next level.
Does your current employee benefits and wellness plan fit your business goals? Our goal is to help you retain great talent by finding the right balance between cost, funding and plan design for you to stay competitive in the marketplace.
When beginning a business, you must decide what form of business entity to establish. Your form of business determines which income tax return form you have to file.
The most common forms of business are the sole proprietorship, partnership, corporation, S corporation and limited liability company (LLC is a business structure allowed by state statute).
Which is better for your business?
As an independent agent or broker, we combine different quotes that are provided by the most reasonable insurance rates that meets your personal or business needs. Maybe you've been using an insurance agent in the past and now consider using an insurance broker?
A broker has access to multiple companies and a wide range of products. As your needs change, a broker can help you switch from one company to another or one product to another without hassle. A broker's recommendations will favor you, the buyer, with unbiased offerings and a wide variety of insurance plans. Your broker will be your servicer for life, getting to know your situation, keeping in touch with you through life events.