The real experts in the field will provide
Our Services
High standards, responsiveness, and qualified services are the three underlying principles of work.
Tax Planning
Fractional CFO Services
Tax Accounting
Bookkeeping
Payroll
We believe that selecting the right accounting firm is paramount to financial success!
Highly qualified tax consultants with many years of experience in the field offer a full range of services to help you build a sound financial future.
Tax advice received in time allows you to avoid many problems with the tax authorities. We will help you as efficiently as possible and in a short time.
Tax Planning
We take a proactive approach to minimize your tax burden and maximize your savings. Through year-round strategies, tailored guidance, and forward-looking analysis, we help you make smarter financial decisions and stay prepared for future obligations.
- Year-round tax strategy tailored to your business or personal needs
- Income and expense planning to minimize tax liability
- Entity structure evaluation for tax efficiency
- Retirement planning and tax-advantaged savings strategies
- Guidance on deductions, credits, and incentives available to you
- Proactive review of upcoming regulatory changes that may impact you
- Multi-state and federal tax planning for growing businesses
Fractional CFO
We stay up-to-date on all generally accepted accounting principles and standards so that we can report US GAAP-compliant financial results on a periodic basis, as expected by creditors and investors. Furthermore, your Company will be prepared for an external audit, which will result in lower assessed fees and virtually no overages.
Part-time controller services are charged on an hourly basis, and can include some or all of the following services:
- Strategic financial oversight without the cost of a full-time CFO
- Cash flow management and forecasting
- Budgeting, financial modeling, and scenario planning
- KPI development and tracking for data-driven decisions
- Investor and lender-ready financial reporting
- Support for mergers, acquisitions, and capital raising
- Oversight of accounting and finance team operations
- Long-term financial strategy and growth planning
Tax Preparation
Our advisors provide individualized services to help alleviate your financial uncertainty and stress. With many years of experience, our experts have the knowledge and expertise to handle any situation.
- C-Corp, S-Corp, and Partnership tax return preparation
- Individual income tax return filing
- ITIN applications (Form W-7) and related support
- Preparation of W-2, W-3, and 1099 forms
- Estimated quarterly tax calculations and filings
- Sales tax preparation and filing for multi-state compliance
- Payroll return preparation and submission
Bookkeeping
We maintain your books for you, so that you can stay on top of your business, have a pulse over financial trends and results and be ready come tax time.
- Data entry and organization into the QuickBooks platform of your choice: Online, Desktop or Enterprise
- Reconciliation of any kind of financial institution accounts: checking, savings, credit cards, term loans, line of credit, trust accounts and so on
- Monthly reports including balance sheet, profit & loss, statement of cash flows and custom reporting as needed
- Accounts payable and accounts receivable entry and matching
- Frequent updates and progress reports via email at least monthly
- Payroll runs, including quarterly and annual filings with federal and applicable state agencies
- Additional bookkeeping services negotiable upon request
Payroll Services
We take the complexity out of payroll so you can focus on growing your business. From accurate payroll processing and direct deposits to preparing and filing payroll tax returns, W-2s, W-3s, and 1099s, we ensure your team is paid on time and your compliance is handled with ease.
- Full-service payroll processing for employees and contractors
- Direct deposit setup and management
- Compliance with federal, state, and local payroll regulations
- Filing of quarterly and annual payroll tax returns (Form 941, 940, etc.)
- Preparation and distribution of W-2s and 1099s
- Integration with bookkeeping for seamless financial tracking
- Employee onboarding and payroll record maintenance