OUR SERVICES
All of your Tax & Business Needs Handled by the Best
Tax Filing
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities
Virtual CFO
Our virtual CFO service includes financial management, financial analysis, budgeting, forecasting, and financial reporting. We will work with you to create a customized financial plan that aligns with your business goals and objectives and provide you with the tools and resources you need to make informed financial decisions.
Business Entity Filing
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company, etc) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation
Bookkeeping
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of business success. Our qualified staff can assist you with all of your day-to-day accounting tasks. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised
Business Consultation
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Business Plan Development
We provide expert guidance and support throughout the entire business planning process, from initial consultation to market research, financial forecasting, and the development of a detailed action plan. Our experienced consultants will work closely with you to understand your business's unique needs and develop a customized plan that addresses your specific goals and objectives. We also offer ongoing support and guidance to ensure that your business stays on track and achieves the success you desire. With our Business plan consultation service, we can help you unlock your business potential and take it to the next level.