Your Financial Health Starts Here
Expert guidance for every stage of life for individuals and small businesses.
Services
Designed to Strengthen Your Financial Health
Tax Preparation
With tax laws constantly changing, filing on your own can feel overwhelming. I handle the details for you—ensuring accurate filing, identifying deductions and credits, and help you plan for the year ahead.
Bookkeeping
Accurate bookkeeping requires time and attention, from recording invoices to reconciling bank statements. I manage the details for you, providing peace of mind so you can focus on running your business.
Insurance
Insurance options can be complex and difficult to navigate. I guide you through the process, explain your choices clearly, and help you select coverage that best fits your needs and circumstances.
Financial Counseling
Planning for a secure financial future is essential as your needs evolve. I help you build a strong foundation through budgeting, debt management, and practical tools to support long-term growth.
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Don’t Wait To Get Control of Your Finances
Every day you delay understanding your financial situation can create challenges down the road. When finances feel unclear:
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You may spend money without knowing what you can truly afford
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Retirement savings can be delayed, leading to longer working years than planned
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Financial stress and communication breakdowns can strain relationships
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A drop in income can feel overwhelming without a clear plan in place
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Confidence in everyday purchasing decisions becomes harder to achieve
I work with you to bring clarity, reduce stress, and help you feel prepared for life’s unexpected twists—so you can move forward with greater confidence and peace of mind.
Join the success
Don’t Just Take My Word For It
“Michael, has been working with me for the last 18 years Processing my taxes. Three years ago he began to manage my books for my business and he has done an incredible job. I have referred him to my friends, clients and family members. Many of them have been with him about the same time that I have, That speaks highly of Michael. My family members have businesses and they’re so grateful that Michael has been such an asset to them.
Michael is a person of integrity, an advocate, an incredible teacher in guiding me through my finances and providing valuable advice that has increased my business revenue. He has been available to me during the year when questions have come up. I am very blessed and honored to have Michael as my tax and bookkeeper professional. My family, friends and clients would rate him the same.”
Alicia M.
“I recently started my own business, Michael was critical in assisting me in obtaining my LLC, setting up my bookkeeping and providing valuable resources and advice. Michael continues to manage my bookkeeping and processing taxes.
I would and will refer Michael to family , clients, and peers.”
Scott E.
“Enjoyed working with Michael. He is professional and responsive I highly recommend him. It was easy to upload taxes in a secured site. I highly recommend it, especially due to COVID.”
David L.
About Me
Hi, I’m Michael Basler
I fell in love with the financial world over 25 years ago while working at a retirement community in Arizona, where I also drove the bus, and played Santa Claus for the residents.
Since then, I’ve worked with several companies, helping some of them start up, grow, and, in some cases, shut down.
Through all of that, I found that what I really wanted was to help people understand and grow their financial situation. I started my own company to give people a focus for their financial issues, whether it be tax-related or questions about their small business.
My mind kept going back to my days at the retirement home where I saw many instances of people who had no idea about their financial situation. So, I added financial counseling and insurance to my arsenal of tools and I enjoy bringing more knowledge and understanding to people’s financial lives.
Join me and see how I can help you too!