What We do
Accounting Services
Outsourced Accounting
Many of our clients take advantage of our outsourced accounting offerings to eliminate their financial anxiety and spend time on other initiatives.
- General ledger and non-attest financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Payroll processing
- Personal financial statements
Start-up/Clean-up Accounting
Whether just starting a new venture or needing a hand catching up on neglected accounting, our clients have benefited from our insights into their financial affairs and our ability to help them lay a solid foundation.
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Historical clean-up of accounting activities
Tax Services
Standard Tax Services
Taxes are a specialty of ours and we offer our standard tax services to all of our Corporation, Partnership, Sole Proprietor, Estate, Trust, and Individual clients.
- Tax return preparation and filing (federal, state, local)
- Tax planning
- IRS audit representation
- Amended tax return preparation and filing
Expanded Tax Services
Sometimes there is a need for an additional level of tax service, which is why we offer our expanded tax services to all existing clients and on case-by-case basis for prospective clients.
- Tax collections and enforcement defense
- IRS appeals and administrative resolution
- Penalty abatement and interest reduction
- Unfiled prior year tax return preparation and filing
Advisory Services
CFO Services
We recognize that the financial needs of business owners expand as their business expands. We offer our clients a higher level of financial guidance aligned with their financial support needs.
- Cash flow budgeting and forecasting
- Financial projections and forecasts
- Debt and capital advisory
Specialized Advisory Services
Most business owners will only be involved in one business transition in their lifetimes. Our clients can count on us to be reliable advisors when exploring growth through merger or acquisition or planning for business succession.
- Merger and acquisition advisory
- Transaction structuring and negotiations
- Business succession planning
What's Your Story?
Contact Us for a Consultation
We likely have a solution available for your accounting, tax, or advisory service need. Contact us for a consultation and let us know what challenges you face and what solutions you seek.