Services


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Tax Services

  • Tax preparation
    • Individuals
    • Businesses
    • Estates and trusts
    • Tax-exempt organizations
  • Strategic tax planning and consulting
  • IRS audit assistance and representation
  • Regulatory compliance
  • Calculation of estimated income tax payments

Find out more about tax services

 

Accounting Services

  • Financial reports
  • Cash flow analysis
  • Bookkeeping
  • Accounting software and systems implementation, training, and support
    • QuickBooks Online
    • QuickBooks Desktop
    • Xero
    • Sage 50
    • Buildium
    • Etc.
  • Internal control review
  • Registration and reporting
    • Payroll
    • Sales and use tax
  • Financial and debt management
  • Financial budgets and forecasts

Find out more about accounting services

 

Advisory Services

  • Business entity creation and new business advisory services
  • Deal analysis
    • Rental
    • Fix and flip
    • Wholesale
    • Etc.
  • Financial modeling, projections, budgets, and forecasts
  • Strategic planning and consulting
    • Tax savings
    • Cost minimization
    • Cash flow maximization
  • Asset management advisory services
  • Management and investor reporting

Find out more about advisory services