Guidance First

Tax & Financial Services

A full service accounting
& tax firm

Schedule a Free Tax Review

Guidance First Tax & Financial Services provides clear practical advice to both businesses and individuals to achieve their financial goals. Our open and accessible associates have over 34 years of experience, and will work hand in hand with you to make sure you’re on top of your taxes and bookkeeping throughout the year, achieving your business objectives, growing your accounts, and maintaining peace of mind.

Our mission is to provide clear guidance for your business to grow and succeed.

We are a team of professional business analysts, bookkeepers and tax specialists who support over 50 business owners and entities year-round.

Results you can expect

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Improve your company’s cash flow

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Improve your profit margin

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Understand where your money goes

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Plan for your family’s future

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Utilization of tax saving measures

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No surprises come tax time

Our Services

Business Consulting

We assist you with your financial planning

  • Tax planning & forecasting
  • Cashflow planning
  • Financial statement analysis
  • Purchase vs lease analysis

Business Services

We become your in house CFO
plus accountant

  • Tax planning & preparation
  • Cashflow planning
  • Business tax preparation
  • Pension & succession planning

Individual Services

We Are your trusted financial advisor

  • Tax planning & preparation
  • College & retirement planning
  • Estate planning
  • Cashflow planning & Debt restructuring
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Construction Accounting Experts with 30+ Years of Experience

With over three decades of experience, we provide specialized financial services for construction companies and contractors. From Tax planning & preparation to cash flow management, we deliver reliable solutions to keep your projects and business on track.
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All trades serviced (General Contractors, Electricians, Plumbers, etc.)

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Industry-specific tax Incentives & deductions

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Timing and Cash Flow Planing

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Experts in Healthcare Accounting

We provide specialized financial services tailored to healthcare providers, specializing in doctors with their own s-corp or working as an employee (W2). With a deep understanding of the specific challenges in the healthcare industry—such as regulatory compliance, cash flow management, and operational complexities—we help streamline your finances and optimize your revenue. Focus on delivering exceptional patient care while we take care of the numbers.
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All Medical Specialties Serviced

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Maximizing Tax Deductions and Credits

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★★★★★

“Nancy is a marvel. I reached out on December 27th, and she immediately got on the phone with me, assessed my situation, and managed to miraculously set up my payroll before year-end. She spent hours on end working through my mess. I’ve never had a stranger work so hard on my behalf. I’m glad that she saved me from paying massive penalties, but I’m even more glad to know my interests are being fiercely protected. I cannot recommend Guidance First Tax and Financial Services strongly enough.”

Dr Joseph Brandel