Home | MainStreet Financial Services

01. About Us

We are dedicated to providing investment management and strategic tax planning that is right for you. Simply put, we strive to be our client’s trusted tax and financial professionals.

02. Our Philosophy

As a firm, our focus is to understand every aspect of your business and provide expert resources to achieve not only business goals but also tax and financial resources to help in the pursuit of your personal goals.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Business & Personal Tax Preparation

Don’t fret, we’re here to help Preparing your own business and/or personal tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing and frustrating. It is just too...

QuickBooks Support, & Accounting Services

We want to help make it easy for you to keep YOUR OWN records! Rather than promoting outsourced bookkeeping, MainStreet encourages new entrepreneurs to keep their own records using QuickBooks business software. MainStreet will help you set-up your QuickBooks account, provide training and review your...

Payroll Services

Managing payroll yourself can be costly! 1-4 DAYS each month away from building your business 1 IN 3 businesses pay a tax penalty costing more than $800/yr Mainstreet’s Experts Will Save YOU! Use your time to build your business Significantly lower your risk of costly penalties Receive year-round...

Investments, Insurance & Financial Services

We offer the following Products and Services: Investments* Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Variable Annuity Mutual Funds 401(k) Rollover 401(k) Plans Insurance* Life Insurance Disability Income Insurance Long-Term-Care Insurance *Securities offered...

LLC & Corporate Entity Organization

Learn more about taxes for various business entities! A business entity is described as a commercial, corporate and/or other institution that is formed and administered as per commercial law in order to engage in business activities, usually for the sale of a product or a service. And with so many...