Services

Specialties

Full-Service Accounting & Tax Practice

We are not your typical CPA Firm. We specialize in Tax Planning to increase your tax savings and efficiency.

We have found that our expertise and focus has allowed us to fully understand your business in its entirety and therefore providing you with the best knowledge available to help you grow your business and reduce your tax liabilities.

OUTSOURCED CFO SERVICES

Accelerate your business growth with expert CFO support. 

d

TAX PLANNING & PREPARATION

Tax planning should be done proactively throughout the year rather than reactively during tax time in order to minimize your tax liabilities.

INSURANCE PLANNING

We offer insurance strategies to protect assets and reduce taxes.

MONTHLY SERVICES

QUARTERLY SERVICES

Outsourced CFO

Business Accounting

As a business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Cash Flow Management

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Part-Time CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

Tax Planning

Entity Structure Evaluation

We can analyze the tax consequences of your business entity structure including S corporations, C corporations, Partnerships, and LLCs and help individuals to maximize the tax benefit of available deductions while minimizing the tax costs associated with various forms of income.

l

Minimize Tax Liability

This service should happen through your life as you continue to increase your finances and plan for your future. We sit down together, go through your goals and help you get on the right track all the way to retirement.

Ensuring Compliance

Ensuring reducing tax liabilities while ensuring that you are in compliance with IRS rules and regulations. 

Tax Services

TAX Preparation

According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

q

TAX Problems

We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

TAX Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.