ESTABLISHED EXPERTISE
Comprehensive services for all businesses
Individual Tax Services
• Individual Tax Return Preparation
• Multi-State Tax Returns
• Amended Returns
• Estimated Quarterly Tax Payments
Bookkeeping & Records
• Monthly/Quarterly Bookkeeping
• AP & AR Management
• Bank & Credit Card Reconciliation
• QuickBooks Setup & Cleanup
Formation & Structuring
• Entity Selection & Formation
• Business Licensing Guidance
• Startup Financial Setup
• Tax Structuring
Tax Planning & Resolution
• Proactive Tax Planning & Strategy
• IRS Audit Representation
• Tax Notice & Resolution Services
• Entity Structure Tax Optimization
Financial Reporting
• Financial Statement Preparation
• Compilation & Review Services
• Cash Flow Statements
• Custom Management Reports
CFO & Strategic Advisory
• Outsourced CFO Services
• Budgeting & Forecasting
• Transaction Advisory
• KPI & Performance Dashboards