Tax Preparation & Planning
We offer comprehensive tax preparation services for individuals, small businesses, S-Corporations, and partnerships. Through proactive tax planning strategies, we help you reduce tax liabilities and make well-informed decisions to maximize savings.
Accounting & Bookkeeping Services
Our accounting services cover everything from bookkeeping to financial reporting. We ensure accurate recordkeeping and provide insightful financial statements to help you understand your business performance.
CFO Services (Fractional CFO)
For small businesses that don’t require a full-time CFO, our outsourced CFO services offer expert financial oversight, budgeting, forecasting, and strategic financial planning. With our support, you gain access to high-level financial guidance to drive growth and informed decision-making.
IRS Audit Support
If you receive an IRS audit notice, our team offers professional audit support and representation, guiding you through each step of the process. We work to protect your rights and strive for the most favorable outcomes possible.
Business Formation & Entity Selection
Our firm specializes in guiding clients through the formation of new businesses, helping you select the best legal structure—such as an LLC, S-Corp, or C-Corp—to maximize tax benefits and secure liability protection. With our expertise, you can ensure your business is set up for financial success from day one
Sales Tax Services
Our team assists businesses in navigating the complexities of sales tax compliance, from registering for sales tax permits to filing returns and handling audits from state tax authorities. We ensure your business remains compliant and prepared for any tax obligations.
