top of page

Our Services

 

Household Services

Personal Tax Preparation and Filing: We handle federal and state tax filings, ensuring you take advantage of all available deductions and credits to minimize your tax liability.

Estate and Trust Planning: Safeguard your assets and ensure your wealth is passed on as intended. We offer comprehensive estate and trust planning services tailored to your needs.

Tax Audit Assistance: In case of an audit, our experienced professionals will guide you through the process and communicate directly with tax authorities on your behalf.

​​

Business Services

Outsourced full CFO solutions, including Bookkeeping and Financial Reporting, Tax Planning and Preparation, Payroll Management, Cash flow management, Profitability analysis, and Business Valuation.

Sales Tax Compliance: We manage your sales tax filings and ensure you comply with state and local requirements.

Reviews: We perform some analytical procedures and give limited assurance that the financial statements are not materially misstated.

Compilation: Financial statements are prepared based on information provided by the client.

Startup Services

Business Formation Assistance.

Startup Tax Strategy.

Financial Projections and Budgeting.

Bookkeeping Setup.

Compliance and Licensing.

bottom of page