Services Offered
Tax Preparation
Comprehensive tax filing services with detailed video reviews and personalized guidance for accuracy.
Bookkeeping
Organized financial record-keeping to help clients, including realtors, manage their accounts efficiently.
Business Consulting
Expert advice and tips for financial planning and staying on top of business finances throughout the year.
Financial Guidance
Patient, educational support to explain financial processes and answer questions without judgement.
Entity Management
Assistance with complex business entities, including setup and ongoing financial oversight.
Reviews
5(5 reviews)
Rating Distribution
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O
Ollie Kahn
via Google
11 months ago
Rose, Rob, and the office staff were outstanding during our tax season processing. They’re efficient and truly care. A video review was provided as well. Rob caught a few items we forgot to submit proving they watch out for their clients!
M
Makayla Fordvia Google
about 1 year ago
Absolutely loved working with Rose for my taxes! As a realtor, keeping up with bookkeeping can be overwhelming, but Rose made the entire process so much easier. She not only helped me get everything organized but also gave me incredibly helpful tips to stay on top of things throughout the year. I feel so much more confident in my finances now, and it’s all thanks to her patience, knowledge, and guidance. If you need someone who truly knows their stuff and actually cares about helping you, Rose is the one to call. Highly recommend!
B
Brookelyn Sanchezvia Google
about 1 year ago
I had the BEST experience working with Rose on my taxes! She was incredibly helpful and patient throughout the entire process. Rose took the time to explain everything in detail, making sure I understood each step and answered all of my questions without judgement. Her attention to detail and dedication to making sure everything was accurate truly set her apart. I couldn’t be more grateful for her assistance, and I highly recommend her services.
W
Wes Brownvia Google
over 1 year ago
P3 is awesome. Had very hard time find a good accounting firm and finally found P3. Katie Stretch is THE best, she is very smart, works hard. She took 2 pretty complicated entities and straightened them out fairly quickly. Looking forward to working with Katie.
E
Elijah Knightvia Google
almost 2 years ago
Being the first time working with P3, I had concerns because the other firm knew me. But this experience was truly professional and educational, and they were very easy to work with. I truly appreciate the timeliness of completing my returns and the detailed visual video review. We definitely look forward to working with them in the future. Rose was very great to work with.
