Our Services

1. Tax

• Tax Preparation and Filing (Individuals, Businesses, Trusts, Nonprofits)
• Tax Planning (strategies to reduce current and future tax liabilities)
• IRS Representation (audits, notices, disputes, and resolutions)
• Sales and Use Tax Compliance
• International Tax (for expats or businesses with cross-border operations)
• State and Local Tax (SALT) Planning

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2. Accounting

• Bookkeeping (monthly, quarterly, or annual)
• Financial Statement Preparation (compilations, reviews, audits)
• General Ledger Maintenance
• Bank Reconciliations
• Fixed Asset Management

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3. Business Advisory and Consulting

• New Business Formation (entity selection, setup, registration)
• Cash Flow and Budgeting Analysis
• Strategic Planning
• Business Valuation
• Succession Planning

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4. Payroll

• Payroll Processing and Tax Filing
• Direct Deposit and Employee Portal Management
• Payroll Tax Compliance
• W-2 and 1099 Preparation

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5. Audit and Assurance

• Financial Audits
• Internal Control Reviews
• Compliance Audits
• Agreed-Upon Procedures (AUP)

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6. CFO/Controller Services (Outsourced)

• Interim CFO or Controller Roles
• Financial Oversight and Management
• Board Reporting and Forecasting

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7. Estate and Trust Planning

• Trust Accounting
• Estate Tax Planning
• Coordination with Attorneys and Financial Advisors

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8. QuickBooks and Accounting Software

• Setup and Customization
• Training and Support
• Data Migration and Integration