Our focus is to provide the highest quality of service that adds value to a client’s business.

 
 
 
Tax Services-01.png

Tax:

Tax Compliance

Income tax returns: individual, corporate, partnership, fiduciary

Business property tax

Non-profit annual returns

Information returns (1099)

Quarterly Tax Planning

Planning is the key to successfully and legally reducing your tax liability. Know what’s going to happen before they do and get options to minimize tax

Audit Defense

Tax authority representation, problem resolution, and audits.

 
 
 
Accounting Services-01.png

Accounting:

Outsourced Accounting

We are committed to excellence in client service and our goal is to deliver financial statements that will provide valuable insight into the results of your business operations. We are here to help take over the financial function of your business so you increase your shareholder value and make your business thrive.

Our services consist of preparing monthly, quarterly, or annually depending on your business needs.

We take care of the books to free up your time growing your business.

Accounting Clean-up

After-the fact clean-up. We’ll review your books and hunt down the discrepancies. Many smaller companies typically have a hard time keeping up with their accounting records. The clean-up will include reconciling all balance sheet accounts balances to supporting documentation and recording necessary adjustments based on our findings. This process will ensure that your company has gotten back on track with its accounting records. This is a hugely worthwhile endeavor as your financial statements serve as your primary tool for making business decisions. Relying on inaccurate financial statements can be disastrous.

 
 
 
Advisory Services-01.png

Consulting:

Business Strategy

Need help in figuring out the goals of your business, how to achieve them and in what order?

 

Cash Flow

Forecasting, liquidity optimization, and cost containment studies.

 

Outsourced CFO

Easily scale your finance department as your needs change.

Starting a non-profit

If you’re starting a new not-for-profit organization, we can help you prepare your organization’s exemption application.