Tax Planning

We consider ourselves part of your business team, so minimizing your tax liability is our number one priority. We start by guiding you through the process of choosing an entity then schedule regular meetings throughout the year to discuss your current financial status and ways we can optimize your tax savings.

Tax Preparation

We specialize in providing tax services to closely held businesses, including partnerships, corporations, and limited liability companies, and to individuals, charitable organizations and trusts.  Select the consultation icon at the top of the page to schedule your free consultation.

Outsourced CFO & Accounting Services

Tired of spending half your work day managing your books? We can take complete control of your accounting function, so you can spend more time focusing on growing your business and less time managing your books.  Our services are listed below:

• Quickbooks Online Integration

• Monthly Financial Statements

• Bank & Credit Card Reconciliations

• Sales Tax Reports

• Payroll Services

• Cash Flow Management