Your Small Business Accounting Tax & Insurance Consultants

Customizable Financial Strategies that Fit your Need and Reduce your Tax Bill

  • Tax Services

  • QuickBooks Setup, Cleanup, Support and Training

  • Accounting Services

  • Payroll Services

  • Insurance Services

  • Retirement Services

What's YOUR #1 financial challenge right now? Do you have unfiled prior year taxes? Do you have multiple 1099 forms from your brokerage(s) like Robinhood, Vanguard, Ally Invest and sell stock? Do you have a trust? Do you need to file form 1041? Did you make money from AirBnB? Need to file an extension? Need to request an installment agreement? Using TurboTax or TaxAct? Want to create tax returns from QuickBooks?

IRS/AFSP Registered

How do you identify and resolve common bookkeeping issues so your books are up-to-date, accurate, show correct bank balances, pay loans, employees and taxes on time? Need to reconcile bank accounts before filing your corporate or not-for-profit (exempt) returns? Need financial statements? Need to organize documents before the audit? Need a personal net worth statement?

Setup, Cleanup, Support and Training

  • Easy to set up, learn and use – no software to install, updated automatically as new feature become available and personalized for your business.

  • QuickBooks Plus includes 5 users and inventory tracking and all the QuickBooks Essential features.

  • Manage your business on the go - Access your data anytime, anywhere – on your PC, Mac or mobile devices.

Are payroll and HR adminstration getting in the way of running and growing your business? An HR system can help better control your cashflow, allow you to take care of your employees, minimize your risk and reduce IRS and State penalties, free your time for sales and marketing. Need a hand? Sales or payroll tax filings up-to-date and filed with applicable nexus? Need to file 94x series, W-2, 1099 forms? Are your UI payments reported?

Process payroll in minutes at your desk or on the move, during business hours or in the middle of the night with RUN Powered by ADP. Taxes are calculated, deducted and paid automatically. 24/7 support from payroll professionals is included.

Can you offer medical, dental, and vision insurance to your local or telecommuting nationwide employees? Want to take advantage of free benefits administration?

Want to setup affordable worker's compensation coverage to care for your employees before an on-the-job injuries. Easily put plans next to each other and see how they compare for value, coverage, deductibles, and out-of-pocket costs so you can find the plan that works best for your team.

Want access to affordable 401(k) plans that seamlessly connect with QuickBooks Payroll?

Jael Faulcon Insurance Services is an independent life, health, disability broker.

  • Set up in as little as 20 minutes and start saving for a retirement you deserve.

  • Attract talent and match contributions so your team can grow with you.

  • Affordable 401(k) plans to fit your budget and free up your cash.

Employee Benefits and Wellness Plans

Does your current employee benefits and wellness plan fit your business goals? Our goal is to help you retain great talent by finding the right balance between cost, funding and plan design for you to stay competitive in the marketplace. We will help you find products and/or services that fit in with your company's culture and environment.

What if you Could Boost Your Retirement Assets with Less Risk?

Building multiple streams of income is no longer a luxury; it has become a necessity. Annuities have become an essential slice of the retirement pie for Americans approaching and living in retirement. We help you create a plan to boost your retirement assets with less risk. Text us or make an appointment for one of our representatives to call you.

No Pension, No Problem -- How to use an Annuity for Retirement

Today, the traditional retirement landscape isn’t working. With fewer than 5% of employers offering pensions to new employees, people are more anxious than ever about their prospects for a secure retirement, and rightfully so.


Our mission and values include exceeding our client’s every expectation. Whether your goal is to set up a accounting system, clean up the one you have now, pay your employees on time, pay off education loans, save for the purchase of a home, establish or manage your retirement accounts, minimize taxes, or ensure your existing portfolio is balanced and in line with your goals, ATI will work to maximize your profits and eliminate anxiety through personalized, fee-only accounting services and financial planning.

QuickBooks offers a huge advantage for small businesses.

Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Our fee: $7,500 per year minimum. Monthly bookkeeping fees range from $625 to $2,000 based on the time and resources required to manage your account.


A $500 deposit is all you need to start your engagement. It will be refunded if you do not find value after 30 days in organizing your accounting books to make cashflow management, financial reporting, tax planning and tax preparation simplified.

Affiliate Relationship: Some of the links in this website are affiliate links and if you go through them to make a purchase I may earn a commission. Keep in mind that I link these companies and their products because of their quality and not because of the commission I receive from your purchases. I use QuickBooks for my own business and the businesses to whom I provide accounting and financial services. AICPA and Universal Accounting continue to be resources for professional development and compliance. The decision is yours, and whether or not you decide to buy something is completely up to you.

Search our site when you want answers about small business financial services, budgeting, debt management, tax planning, tax preparation, other taxes, IRS letters, IRS installment agreements, accounting, bookkeeping, retirement planning, estate tax reporting, employee benefits, 401K plans, annuity plans, nonprofit accounting, trust accounting, grant reporting, quickbooks setup, cleanup, payroll, accounts receivable, accounts payable, billing, invoicing, financial statement, starting a business, courses, transamerica, colonial, world financial group, bolt insurance

About Jael Faulcon

QuickBooks Online Accountant and Certified QuickBooks® ProAdvisor (since 2001)

IRS Registered Tax Preparer (AFSP since 2018)

CTEC A245599 Registered (CRTP since 2012)

Certified Full-Charge Accountant for Small Businesses (since 2004)

Licensed Insurance Agent: CA 0F59889, AZ 9450625, LA 592810, ME PRN385018, NV 3678170, VA 1195286, WA 1106390

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