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.

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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