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Our Services
We provide a complete range of tax, accounting and strategic planning advisory services for businesses and individuals – all of which are customizable and can be tailored to your ever-changing needs. Whether you are just starting out, looking to expand, or are ready to transfer your company or wealth to the next generation, we are here to help you plan for the future.
Advisory & Consulting
Our team’s diverse client experience provides us with creative perspective to guide your growth and success.
- Virtual Currency/Crypto Currency Tax Planning
- New Business Formation
- Start-Up Businesses
- Bank Financing
- CFO Services
- Growth Strategies with Strategic Business Planning
- Coaching
- Budgets and Financial Projections
- Cash Flow Management
- Succession Planning
Accounting
We can absorb the administrative burden of this critical function so that you can focus your energy on running your business.
- Accounting and Bookkeeping
- QuickBooks
- Financial Statement Preparation
- Accounts Payable
- Accounts Receivable
Taxes
Now more than ever, the tax landscape is complex – especially for businesses. We approach tax planning strategically and with a focus on your total financial picture so that we can optimize your savings and long-term results.
- Individual Tax Return Preparation
- Business Tax Return Preparation
- Tax Planning
- IRS Representation
- U.S. Tax Reporting for International Individuals
- ITIN – Individual Tax Identification Number
- FinCEN Form 114
- Form 8939 – Statement of Specified Foreign Financial Assets
- Partnership Withholding
- Forms 8813 and 8804
- Multi-State Income Tax
- Multi-State Sales Tax
