Tax

  • Business Tax Preparation and Planning – Corporations, Partnerships, and LLC’s
  • Tax Planning, Projections, and Research
  • Estate, Gift, and Trust Planning and Preparation
  • Exempt Organizations and Employee Benefit Plans
  • State and Local Tax Reporting and Analysis
  • Sales/Use, Business License, and Property Tax Reporting
  • IRS / State Tax Representation
  • Related Party Groups

 

Assurance

  • Compilation, Review, and Audit Financial Reporting
  • Management-Use Only/Internal Financial Reporting
  • Lender, Bonding, Insurance, Lease, Contract, and Governmental Reporting
  • Annual, Quarterly, and Monthly Accounting
  • Interim Accounting and Troubleshooting
  • Internal Controls
  • Human Resources

 

Consulting

  • Cloud/Digital Accounting Systems/Communications
  • Outsourced CFO/Controller
  • QuickBooks Pro Advisory, Installation, Support, and Training
  • Accounting System and Operational Assessments
  • Accounting Software Support and Help Desk
  • Performance Analytics, Trend Analysis, Ratios and Financial Metrics
  • Entrepreneurial/Start-Up Business Planning and Entity Choice
  • Strategic Planning, Financing Proposals, and Business Plans
  • Merger and Acquisition Transactions and Business Valuation
  • Litigation Support and Forensic Accounting
  • Personal Financial Planning
  • Personnel Recruiting and Placement
  • Board Positions
  • Executive Coaching