Our Services
Providing expert solutions to navigate your financial landscape.
Tax Preparation & Filing Services
We provide our clients with the taxation expertise and knowledge that they deserve year-round. Our tax services are designed to help you navigate the complexities of tax laws while minimizing your tax liability and maximizing your future opportunities.
For Individuals
- Personal tax return preparation (1040)
- Tax planning for life events
- Estate and trust tax services
- IRS and state audit representation
For Businesses
- Corporate and partnership tax returns
- Sales tax and payroll tax compliance
- International tax services
- Tax strategies for business owners
Bookkeeping & Accounting Services
We offer a full range of accounting services to keep your finances in order. Accurate and timely financial information is crucial for any business, and we are here to provide you with the comprehensive support you need to make informed decisions.
Core Accounting
- Full-service bookkeeping
- Financial statement preparation
- Accounts payable & receivable management
- Bank and credit card reconciliation
Financial Oversight
- Budgeting and forecasting
- Cash flow management
- Controller/CFO services
- Financial analysis and reporting
CPA Support Services
We’re here to help you with the many accounting and tax issues that you may encounter. We provide support to other CPA firms and legal professionals, leveraging our specialized expertise to assist with complex financial matters.
Professional Support
- Peer review and quality control consulting
- Litigation support and forensic accounting
- Business valuations
- Specialized industry expertise for complex engagements