If you’re looking for a company that will focus on your individual needs and will treat you like a client who matters, then look no further.  Our company is large enough to offer a full array of business, financial and income tax services, but small enough to give you the individual attention that you need. Our services are offered year-round so we’re here when you need us. Come see for yourself!

Tax Services

 Business Services

Financial Services


IRS Audit Representation & IRS Problem Resolution

An audit is the process in which the IRS determines if you have properly reported all of your income and your correct deductions. If you’re audited, it is YOUR responsibility to prove to the IRS that what you filed was indeed true and correct. This can be intimidating and an extremely complex process if you also have any unfiled tax issues, liens, or wage garnishments to overcome. If you are audited, then it is at this time that you should call a qualified tax professional. Tax auditors are experts at reading people and uncovering things that were not covered in the initial audit notice. This is why having a qualified tax professional on your side can significantly increase the odds of you obtaining the best tax settlement available. Remember, an audit is like a game and it is important that you know the rules. If you do not, then it’s best to have a qualified tax professional on your side that does.


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Individual & Business Income Tax Preparation & Planning

Our year-round, comprehensive income tax preparation and planning service can help you to minimize your future tax liability and save you money. Having a qualified tax professional there helping you file your return is crucial. He can safely navigate you through the many complexities of today’s tax laws and put your mind at ease. At Pyramid Financial Service, we help you manage both your personal and business tax issues and we also help you understanding how any of the latest upcoming federal, state and local tax law changes may impact you and your current tax situation. Not all tax planning opportunities are readily apparent. But by having us on your team, you are more likely to benefit from those opportunities. Furthermore, as part of our tax planning service, we can prepare an accurate, mid-year tax estimation that will help you decide what tax-saving strategies to use now, for better year-end tax reductions. This way, you have a head start on making those decisions now that could help you save money later. We understand how important saving money is to you and your business and we’re here to help.


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Estates & Trusts Income Tax Preparation & Planning

Estate matters affect everyone. By taking some proactive steps today, you can ease the way for your heirs during a very difficult time. At Pyramid Financial Services, we can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure their smooth transition to your heirs. We are available year-around to handle all your estate and trust tax-related matters.


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Business Consulting

“Our objective is simple; to help make your business more efficient and more profitable. As a true business partner, we provide small business consulting assistance to assist you in solving business problems or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business skills and analytical capabilities to help you make the right decisions.


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Incorporate Your Business

Not Sure Whether Incorporating or Forming an LLC is Right for You? Want to find out what others in your industry are doing? Our single focus is to help entrepreneurs and business owners start, run, and grow their companies. To get the most out of your small business, you must choose the right business structure because choosing the right structure will help you maximize your chances for financial and operational success. At Pyramid Financial Services, our experienced staff will assist you with your entity selection and formation. Not only will you leave us with an understanding of what your entity actually does for you, but you’ll have the peace of mind knowing that you have the continued support you’ll need throughout the life of your business.


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Bookkeeping & QuickBooks Training

At Pyramid Financial Services, we understand that you have specific needs. That’s why we’ll customize our services to suit your unique need. Whether it’s helping you set up QuickBooks or navigating its more in-depth features, we’re at your service. Our training and consulting services are available on-demand. Large-scale or on an individual basis, we’re willing to accommodate. Our commitment is helping clients like you save time, increase efficiency, and gain the skills and knowledge needed to get the most out of QuickBooks.


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Retirement Planning & 401K & 403B Retirement Plan Analysis

Retirement planning is critical in these uncertain times. Whether you’re retired, nearing retirement, still have several years of your career ahead, or just want to be sure that your 401K or 403B plan at work is invested properly, it’s never too early to take charge of your financial future. With our comprehensive retirement planning services, we can help you evaluate your available options so you can make the choices most appropriate for your financial situation. That way, you can rest easy knowing that you and your family will be financially secure long after you stop working.


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Life Insurance, Annuities & Final Expense Insurance

Why buy life insurance?  Life insurance is a smart decision for a number of reasons.  Life insurance is not only a tool to protect loved ones but it can also be a sound financial investment and planning tool. It can help provide for the people who depend on you financially if you can’t be there for them. The money can be used for final expenses, help to replace your lost income, cover debts, pay your mortgage, fund a child’s education, and more. It can even be an inheritance to possible heirs, even if you have no assets at time of death. Adequate life insurance coverage is an important part of a family’s portfolio and the decision to purchase it shouldn’t be taken lightly.


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Call to schedule an appointment today!