TAX SERVICES

We prefer to take a proactive vs. reactive approach with your taxes. By thinking outside the box beyond the numbers and keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services include:

  • Tax planning & return preparation

  • Individuals

  • Corporations

  • Partnerships

  • LLCs/LLPs

  • Estates and trusts

  • Retirement and benefit plans

  • Not-for-profit organizations

  • IRS representation

  • Offers in Compromise

  • Divorce and support issues

  • Tax effects of buying and selling a business

 BUSINESS AND ADVISORY SERVICES

We can help your business identify areas to improve profitability and growth. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Our services include:

  • Interim CFO, business management and bookkeeping services

  • Acquisition and financing advisory services

  • Financial projections and business plan development

  • Managment advisory services

  • Cash flow analysis

  • Business entity selection

  • Assistance with business valuation issues

  • Internal control consulting including risk assessment

  • Notary Public