PROVIDED SERVICES
Your Business Matters
We have built an excellent reputation taking care of a wide variety of tax and accounting needs for our valued clients. Whether you need assistance with tax filings or something more complex, check out our list of specialties and get in touch to find out why so many businesses and individuals rely on us to manage their finances.
ACCOUNTING AND ADVISORY SERVICES
Alleviating Stress
GAAP Financial Statements (Audit, Review and Compilation)
Personal Financial Statements
Business Valuation Services
Business plans, forecasts and projections
Business succession and estate planning
BUSINESS MANAGEMENT AND BOOKKEEPING
Enabling Growth
Monthly write-up and close
Support for payroll, sales tax and state & local compliance
Business management, bill-pay and deposit services
Software setup such as Quickbooks/QBO, Xero, Sage
Integrations with Shopify, Paypal, Amazon, Square, Avalara and other merchant services
TAX PLANNING AND RETURN PREPARATION
Saving You Money
Corporations
Partnerships
LLC and LLP
Individuals
Estate, Trust and Gift
Not-For-Profit and Private Foundations
Tax authority representation
Divorce and support issues