Services

Services

Business Tax Preparation

Expert preparation for small businesses, S-corps & partnerships.

Timely & Accurate filings
Planning & Advisory for future savings
Simplified hassle free process

Individual Tax Preparation

Comprehensive individual tax preparation for families & individuals, investors, and real estate owners.

Timely & Accurate filings
Expert guidance on complex tax laws
Maximizing deductions & credits
Tax planning: maximize future savings

Business bookkeeping

From monthly bookkeeping to year-end cleanup; Tailored to support your needs to help your business succeed, and create reports ready for tax filing.

Ongoing services for up to date books
Year-end cleanup, clean books ready for tax filing
Accurate account reconciliation & Categorizations
Interim reports: help your business grow & thrive

Business Advisory

Help your business grow with expert financial guidance. Fractional CFO service providing high level strategy & guidance.

Customized financial planning & budgeting
Growth and expansion strategies
Profitability analysis

Tax Planning & Advisory

Expert guidance to minimize tax liability; Involves financial analysis and developing tax strategies for future savings.

Quarterly estimates to avoid surprises
Optimize deductions & credits
Strategy & tax law analysis
Year-end projection based on year-to-date income