Services

TAX PLANNING & PREPARATION

We provide tax planning and tax preparation services to individuals, businesses, estates and trusts. We work with our clients on an ongoing basis to proactively recommend best courses of action.

BOOKKEEPING

We tailor our bookkeeping services to the needs of our clients, and we offer wholesale pricing for QuickBooks Online.

BUSINESS ENTITY SELECTION

Every business is unique, warranting its own analysis, and to that end we advise our clients regarding which entity structure is the best fit for their new or existing business.

PAYROLL

We also tailor our payroll services to the needs of our clients. As part of our service, we take care of all of the quarterly and annual payroll tax filings for both federal and state.

CFO Services

For startups and small businesses that are not ready for a full time CFO, we will fill this role, providing owners with the necessary financial information to help take their business to the next level.