SERVICES
ACCOUNTING SERVICES
Bookkeeping and Write-Up
Financial Statements
Quickbooks Setup and Assistance
Payroll tax Compliance and Reporting
Cash Management and Bill Paying Services
Agreed Upon Procedures
Family Office Services
Part-time CFO or Controller Services
Budgeting Analysis
TAX SERVICES
Income Tax Preparation
Income Tax Planning and Strategies
IRS Problem and Resolution
IRS Tax Audits and Representation
International Taxes
Entity Selection and Structure
State Income Taxes
Estate, Trust and Gift Taxes
Non Profit Organizations
CONSULTING SERVICES
Business Plans
Financial Due Diligence
Real Estate CAM Lease Audits
Financial Loan Packages
Workers Compensation Audits
Budgets and Forecasts
Management Support and Operations
Systems and Controls Design
Litigation Support
We work with other professionals having expertise in insurance, investment management and advisory, IT support, business valuations, and attorneys providing legal advice. Our value proposition is to get the job done with a high standard of professionalism.
We welcome the opportunity to form a stronger relationship with you and invite you to contact us.
YOUR SATISFACTION IS OUR GOAL AND PRIORITY.