Expert Tax Services, Business Consulting & Financial Planning

Comprehensive tax services, business consulting, and financial planning to help you and your businesses thrive. From new business formation and tax-saving strategies to mergers and acquisitions support, we guide your financial growth.

For Your Company

For your company, we offer a complete suite of services aimed at enhancing your company’s financial health and operational efficiency. This package includes accounting support, compliance services, tax optimization, and strategic planning tailored to your business's unique needs.

For Yourself

For the individual entrepreneur, providing personalized financial and strategic support to help you succeed. This package includes one-on-one tax planning, financial management, and business consulting services designed to address your unique needs and goals as a business owner.

Company Services

    • Full-Service Bookkeeping

    • Financial Statement Preparation

    • Cash Flow Analysis

    • Accounts Receivable & Payable Management

    • Bank and Credit Card Reconciliation

    • Transaction categorization and data entry

    • Bank and credit card reconciliation

    • Expense tracking

    • Financial reporting for small businesses

    • Bookkeeping cleanup and organization

    • Payroll Processing

    • Payroll Tax Filing

    • Direct Deposit Setup and Management

    • Employee Benefits Administration

    • W-2 and 1099 Filing

    • New Business Formation and Entity Selection

    • Business Startup Consulting

    • Operational Efficiency Consulting

    • Mergers & Acquisitions Support

    • Succession Planning

    • Strategic Planning for Scaling Businesses

    • Tax-Saving Strategies and Guidance

    • Financial Planning and Forecasting

    • Budgeting and Financial Goal Setting

    • Business Financial Consulting

    • Profitability & Growth Strategies

    • Financial Risk Management

    • State and federal tax compliance

    • Business compliance (LLC, S-Corp, etc.)

    • Tax audits and reviews

    • Industry-specific accounting compliance

    • Tax Preparation for Businesses & Individuals

    • Tax Planning and Strategy

    • IRS Representation and Compliance

    • Sales Tax Filing

    • Tax Audits and Appeals

Individual Accounting Solutions

    • Debt Management Consultation

    • Personal Budgeting and Cash Flow Management

    • Financial Statement Preparation (Net Worth and Cash Flow Statements)

    • Analysis of Financial Health

    • Personal Investment Portfolio Analysis

    • Tax-Efficient Investment Strategy Recommendations

    • Tax Preparation for Individuals

    • Year-Round Tax Planning Strategies

    • Comprehensive Year-End Tax Review

    • Retirement Planning Consultation (IRA, 401(k), etc.)

    • Estate and Trust Planning Assistance

Discuss Your Needs with Our Experts