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Tax Services

We keep current on the latest tax rules and legislation in order to optimize our clients’ tax savings. While the benefit of paying taxes is largely overshadowed by the burden imposed on each taxpayer, tax legislation can incentivize certain activities and burden others. By knowing the ins-and-outs of business formations and current legislation, we help our clients lawfully avoid taxes.

We provide comprehensive tax planning and preparation for:

  • Individuals & Self-Employed
  • Businesses & Corporations
  • Estate, Trust & Gift Taxes
  • IRS & Audit Representation
  • Sales, Property & Franchise Taxes
  • Business Entity Selection

Accounting Services

We provide a full range of accounting services without the cost of a full-time accountant, bookkeeper or financial analyst. For most new businesses, the company owners also serve as the accountant. As the business grows, the company may hire a full-time bookkeeper, but they can’t afford an experienced financial analyst to help them really understand the numbers.

Our firm serves the needs of businesses in every stage of the growth cycle.

  • Bookkeeping
  • Account Reconciliations
  • QuickBooks Consulting
  • Financial Statement Compilation
  • Financial Statement Review
  • Forecasts & Projections
  • Cash Flow Budgeting & Analysis
  • Excel Modeling
  • Advanced Excel Consultation
  • Financial Analysis
  • Chart of Accounts Design
  • Payroll Review & Referral

Business Services

Our goal is to save our clients time and money. We work closely with business owners to help them understand their financial picture, which empowers them to find ways to improve profitability. For business owners, the line between business and personal affairs can be blurry. We can help you implement a clean financial process to control and analyze your finances more effectively.

We can find ways to increase your take-home or tax-deferred income.

  • Outsource CFO or Controller
  • Investment & Portfolio Review
  • Business Start-up Consulting
  • Periodic Financial Reporting
  • Policy & Procedure Development
  • Third-Party Correspondence