Our Services

Personal Tax Preparation: We offer thorough and accurate preparation of your individual tax returns, ensuring you take advantage of all eligible deductions and credits to minimize your tax liability.

Tax Planning: We can help you plan for your financial future by providing strategic tax planning that takes into account your unique circumstances and long-term financial goals.

Business Tax Preparation: We provide comprehensive tax preparation services for businesses of all sizes, including sole proprietorships, partnerships, corporations, and LLCs.

Tax Consulting: Our team can offer valuable insights and strategies to optimize your business's tax structure and minimize your tax burden.

Payroll Tax Services: We can assist with payroll tax preparation and compliance to ensure your business meets all tax obligations.

State and Local Taxes: We specialize in navigating the complexities of state and local tax regulations, helping your business stay in compliance.

Let us handle the complexities of bookkeeping, giving you more time to focus on what you do best – running your business or enjoying life. We meticulously record and classify all your financial transactions, including income, expenses, and payroll, ensuring that every detail is accounted for.

Entity Selection: We'll work with you to determine whether an LLC is the right structure for your business. If an LLC is the best choice, we'll help you understand the benefits it offers.

Name Reservation: We assist in checking and reserving your desired business name to ensure it's available and complies with state regulations.

Document Preparation: We'll prepare and file all the necessary legal documents, including Articles of Organization, Operating Agreements, and other required paperwork.

Tax Identification Number (EIN): We'll help you obtain an Employer Identification Number (EIN) from the IRS, which is essential for tax reporting and opening a business bank account.

Financial Strategy Development: Need help developing and refining financial strategies aligned with your business's goals? This includes long-term financial planning, budgeting, forecasting, and identifying key performance indicators (KPIs) to measure financial health and performance.

Financial Reporting & Analysis (FP&A): We can help prepare and analyze financial reports to provide insights into the company's financial performance. This may include profit and loss statements, balance sheets, cash flow statements, and customized financial reports for management and stakeholders.

Mergers & Acquisitions (M&A) Support: During mergers, acquisitions, or divestitures, fractional CFOs can provide financial due diligence, valuation analysis, deal structuring advice, and integration planning to ensure a smooth transition and maximize value.

Cost Segregation & Property Depreciation: We assist in maximizing tax savings through proper property depreciation and cost segregation analysis.

1031 Exchanges: We provide guidance and support for 1031 exchanges, helping you defer capital gains taxes when reinvesting in like-kind properties.

Material Participation (MP): Stay up to date with the latest IRS criteria on how to qualify for MP so you can utilize nonpassive activity tax deductions.