On The Mark Financial Services
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We provide a unique eye to look at your business with you - to help you keep more of your income and time for yourself. We strive to help you not only improve your business, but to prosper. Don't think of us as just bookkeepers but more like being a partner with your business. Preparing your own income tax return can be a task that leaves you with more questions than answers.

According to a study released by the US General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Cookie Johnson is a Chartered Retirement Plans Specialist. She offers a multitude of Employer Plans, Contribution Plans, and Defined Contribution Plans.
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Lisa "Cookie" Johnson has over 24 years as a financial professional navigating her clients through tax planning and preparation, insurance evaluation and financial structuring. An entrepreneur since 1991, she is an Enrolled Agent(EA), and a Chartered Retirement Plan Specialists (CRPS). She holds insurance licenses for Life, Health, Property, and Casualty.
Ever caught a mistake while balancing your checkbook or reconciling your bank account statements? If so, you know how easy it is to make an error. Payroll processing inside your business is a time-consuming process. Keeping track of benefit deductions, garnishments, new hires and terminations, paid time off as well as federal and state regulation changes can be frustrating tasks.
Preparing your own income tax return can be a task that leaves you with more questions than answers. Various tax changes inevitably occur from year to year. These can range from minor adjustments to the complete elimination of various tax provisions. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.
Reviews (1)
Ryan K. Harris
Ryan K. Harris
Oct 08, 2018
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After many issues with prior accountants, we ended up hiring Cookie for our financial advisor and accountant. She and her team have helped us tremendously and fixed numerous issues we had. We’re so grateful for finding the exact service and financial guide we’ve been searching for in our small service business. Cookie is the best!