We provide bookkeeping, payroll and tax preparation services for businesses, non-profits, individuals and trusts with a personal touch. Modica Financial &Tax offers professional bookkeeping, and tax preparation combined with personalized business advice. We pride ourselves in creating personalized client relationships and are committed to maintaining and nurturing these relationships with our clients as their business grows and changes.
Modica Financial &Tax specializes in providing accounting services; including general bookkeeping, tax preparation, accounting software installation, QuickBooks support and training. Modica Financial &Tax helps you, the business owner, maintain control of your accounting while giving you the knowledge and tools you need to succeed.
Modica Financial &Tax specializes in providing accounting services; including general bookkeeping, tax preparation, accounting software installation, QuickBooks support and training. Modica Financial &Tax helps you, the business owner, maintain control of your accounting while giving you the knowledge and tools you need to succeed.
Services
Heather Newsom has been a Certified QuickBooks ProAdvisor since 2004, providing support, implementation, and training on all versions of the software. Heather Newsom is an Enrolled Agent. Enrolled agents (EAs) are America's tax experts. EAs are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process. Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Taxpayers can start checking their tax refund status within 24 hours after receiving an e-filed return. The easiest and most convenient way to do this is by using the Where's My Refund? Tool on the IRS website. The tool also provides a personalized refund date after the return is processed and a refund is approved.
Reviews (8)
David G.
Jul 22, 2021
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Lean K.
Jul 14, 2019
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Luke W.
Apr 10, 2019
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We've got Greg as our tax guy and man is it nice to have someone local, and trustworthy.
With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax just isn't cutting it anymore.
Greg is funny, open, easy to chat with and great and explaining things so I understand and feel good about the decisions and choices we're making.
Their office is nice, it's easy to access, and it feels safe and private, all the things I want when talking about money.
The prices are good, not to say it's cheap, but I feel that the work I am getting
With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax just isn't cutting it anymore.
Greg is funny, open, easy to chat with and great and explaining things so I understand and feel good about the decisions and choices we're making.
Their office is nice, it's easy to access, and it feels safe and private, all the things I want when talking about money.
The prices are good, not to say it's cheap, but I feel that the work I am getting
Diana S.
Oct 25, 2017
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Kelly C.
Sep 13, 2017
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Jake H.
May 22, 2017
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H. H.
Feb 22, 2017
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Wow! We contacted Modica over the weekend, and get this... Greg literally had us in for our first appointment the next day! Their office is friendly & welcoming, the family atmosphere is amazing, and Greg is super efficient & knowledgable. My husband and I are looking forward to returning for our next appointment, & many times in the future for help with all of our financial needs!
Donna W.
Oct 22, 2015
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Joe is a great person to help you with taxes, bookkeeping and getting your financial world in shape. This is a great place to help you and Joe is helpful, friendly and tells you like it is. He is a straight shooter with the financial world. Glad we have people like Joe and his team navigating a world that is uncertain and scary. Joe is your man. His son rocks too. ;)
