Services

• Tax Preparation – Our professional team of accountants will help simplify your tax filing and make sure it’s done right!
• Tax Return – Individuals can have a myriad of employment income and deduction scenarios, even Sole Proprietor or Partnership income that may or may not involve Estimated Tax Payments. Whatever the case, our comprehensive approach to individual tax preparation is key.
• Tax Strategies & Planning – Our many years of CPA experience ensures that no stone will go unturned in terms of identifying any credits and deductions that will impact your tax liability and save you money.

• Newsletter – Our Monthly Newsletter is a must have to keep up to date with the latest IRS tax laws and sound financial strategies that can affect your investments.
• Retirement Account Tax Strategy (IRAs and 401ks) – Get the forecasting you need to plan for success; budgeting and projections can help you stay ahead of trends. We focus primarily on Tax-Efficient Investing as well as Retirement Savings to help you on your path towards a future-proof portfolio.
• Investment Tax Strategy – Uncover trends, opportunities and challenges; act on the data to make smarter decisions. We also address things like windfall investing, investing for growth and/or income and so much more.

• Tax Preparation – As a Sole Proprietor, it pays for you to outsource things like Tax Preparation that are not directly revenue generating. We specialize in making the complicated simple so you can focus on what’s most important, growing your business.
• Tax Return – We will assess your unique situation, including identifying and completing necessary forms like Schedule C, 1099-K, 1099-NEC and discussing any Estimated Tax Payments made as well as future requirements.
• Tax Strategies & Planning – We will not only file your return(s), but also discuss forward-looking tax strategies to decrease costs and increase profits.

• Tax Preparation – You’ve elected a Limited Liability Company as your business structure to help reduce your liability without reducing your freedom to run your business. We will take this one step further by ensuring the accuracy of your tax filings and making the process less time consuming for you.
• Tax Return – Whether your organization has one Member, functions as a Partnership or has Limited Partners, our tax experts will take the time to understand your business tax requirements (For example, Schedule C, Form1065, Form 8832, etc.), and make the complicated clear.
• Tax Strategies & Planning – We will also set you up for success in terms of advising you about financial opportunities for the next filing cycle.

• Tax Preparation – For these clients, the inherent tax flexibility in a corporate structure is where we can add substantial value as we seek to minimize your tax burden and maximize your bottom line as you grow.
• Corporate Tax Return – In addition to filing your corporate returns quickly and accurately to meet all your deadlines without a hassle, we’ll consult on peripheral issues such as double taxation of revenue and dividends.
• Tax Strategies & Planning – Our goal will be to comprehensively represent you from a tax perspective and even provide Financial Statement Preparation, Audit & Review and Compilation services as needed.

• Tax preparation – Since the individual partners of a Partnership actually remit taxes instead of the Partnership business itself, this form is the required method for reporting Partnership income.
• Tax Return – We will assess all your business details, such as if the return is “special” (i.e. amended, final or reflecting change of name or address), identifying the method of accounting, including the appropriate number of K-1s, etc.
• Tax Strategies & Planning – We will also tackle income items like gross receipts for sales and net gain or loss as we accumulate all the fine details necessary to complete and file accurate information.

Our certified Avalara AvaTax for Sales and Use Tax team can seamlessly integrate the accurate calculation of rates across millions of products and thousands of tax jurisdictions by:

• Integrating with your existing system or add the edge computing solution for one-click integration and automated routing

• Following rate changes for every address with geospatial targeting

• Tracking nexus and tracking alerts in each state with our interactive map

• Exporting and creating consolidated reports for sales tax liabilities and exemptions

• Financial statements: Create detailed and accurate financial statements; identify areas of improvement.
• Budgeting & forecasting: Create budget projections to plan for the future; make informed decisions based on data.
• Tax preparation & compliance: Ensure accurate filing of taxes; reduce risk and potential penalties.
• Compilation of financial statements: Compile your financial statements in accordance with GAAP and other regulatory requirements.
• Cash flow management: Help you optimize your cash flows and create a long-term strategy for success.
• Business valuations: Help you accurately value your business and identify areas of potential growth.

• Internal audit: Conduct in-depth analysis of your financial records to identify any potential areas of concern.
• External audit: Receive an independent third-party opinion on the financial statements; ensure accuracy.
• Financial review: Analyze and review financial transactions to ensure they are in compliance with applicable laws and regulations.
• Risk assessment: Identify and assess any potential risks to the financial health of your business.
• Representation before the IRS: Have an experienced CPA represent you in any tax-related disputes with the IRS.
• Fraud examination: Thoroughly investigate any potential fraud or suspicious activity in your business.
• International financial reporting: Ensure accuracy and compliance with international accounting standards.

• Compilation of financial statements: Compile your financial statements in accordance with GAAP and other regulatory requirements.
• Consolidated financial statements: Compile consolidated financial statements for multiple entities; ensure accuracy and compliance.
• Financial analysis & reporting: Create detailed reports of financial performance; identify areas of improvement.
• Cash flow reporting: Analyze and report on cash flows to create a long-term strategy for success.
• Consolidation services: Ensure accuracy when consolidating financial statements across multiple entities.
• Data analysis & mining: Utilize data analysis tools to identify trends, patterns, and correlations in your finances.

• So you’ve decided to designate you business as an LLC that can protect you from business liabilities and simplify record-keeping. We can help with that.

• We will help you decide whether it is appropriate to be taxed as an individual (Sole Proprietor), multi-member LLC (Partnership), S Corporation or C Corporation.

• We will also walk you through the formation of your Articles of Organization and officially register your business with your state, setting you up for business success.

This includes:

• Minority-Owned Business (MBE)
• Woman-Owned Businesses (MBE)
• Veteran-Owned Businesses (VBE)
• Disadvantaged Business Entry (DBE)
• LGBT Business Enterprise (LGBT Business Enterprise)

• A 401(k) is an employer-sponsored retirement plan. Commonly offered as part of a job benefits package, employees may save a portion of their salary in a 401(k) account, subject to annual limitations. Employers often match a portion of their employees’ contributions.
• A 403(b) is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) works a lot like its more well-known counterpart, the 401(k), although it offers a few unparalleled benefits like enhanced catch-up contributions for tenured employees.
• A traditional IRA is a type of individual retirement account that provides your investments with tax-deferred growth. Contributions to a traditional IRA are made pre-tax, and you may be able to deduct some or all of your traditional IRA contributions on your tax return.