Expert tax preparation, planning, bookkeeping, and CFO services for individuals and businesses in all 50 states
Personal tax preparation and planning services designed to maximize your refund and minimize your liability.
Accurate, thorough preparation of federal and state income tax returns for all filing situations — W-2 employees, self-employed, landlords, investors, and more. We identify every deduction and credit you’re entitled to.
Learn More →Proactive year-round planning to minimize your tax liability. We review your situation, identify opportunities, and recommend strategies before year-end so you keep more of what you earn.
Learn More →Specialized guidance for real estate investors including rental income reporting, depreciation schedules, 1031 exchanges, and capital gains planning on property sales.
Learn More →Representation and resolution services for IRS notices, audits, payment plans, offers in compromise, and penalty abatement requests. We advocate on your behalf.
Tax-focused retirement planning including Roth conversion analysis, IRA and 401(k) contribution strategies, required minimum distribution (RMD) planning, and tax-efficient withdrawal sequencing to help you keep more of your retirement income.
Preparation of estate tax returns (Form 706), trust income tax returns (Form 1041), gift tax returns (Form 709), and strategic guidance on tax-efficient wealth transfer. We coordinate closely with estate attorneys to ensure a seamless plan.
Learn More →Tax guidance for aging clients and their families, including deductibility of medical and long-term care expenses, dependent care planning, and strategies to efficiently transfer assets while minimizing tax exposure.
We work alongside your financial advisor, attorney, and insurance professional to ensure the tax strategy is integrated with your overall financial plan — so all your advisors are aligned and working toward the same goals.
Tax preparation, planning, and structure advice for sole proprietors, partnerships, S-corps, C-corps, and LLCs of all sizes.
Preparation of all business entity tax returns including Forms 1120, 1120-S, 1065, and Schedule C. We ensure compliance while identifying every available deduction for your industry.
Learn More →Strategic guidance on entity selection, business structure optimization, and financial decision-making to support growth and protect your assets.
Learn More →Business valuations for buy/sell agreements, partner buyouts, mergers and acquisitions, and strategic planning — documented, defensible, and built from your actual financials.
From entity selection and registration to long-term succession strategy, we help business owners launch, structure, and eventually transition their businesses in a tax-efficient way — protecting the value they’ve built.
Learn More →Additional Business Services: Cash Flow Management • Bank Financing Assistance • Financial Planning for Businesses • Non-Profit Organizations • Internal Controls • Litigation Support
Facing a tax problem? We have experience resolving a wide range of IRS and state tax issues.
Additional Tax Services: Digital Asset & Cryptocurrency Tax Reporting • Estate & Trust Tax Returns • Tax Relief Consulting
Clean books, on-time payroll, and financial reports you can actually use — run on QuickBooks Online by a QuickBooks Platinum ProAdvisor firm.
Monthly and quarterly bookkeeping, bank and credit-card reconciliations, financial statements, and management reports that give you a clear picture of your business — and books that are ready for tax season without a scramble.
Behind on the books, or inherited a mess? We rebuild your records, fix miscategorized transactions, reconcile every account, and hand you accurate books that a lender or the IRS can rely on.
Comprehensive payroll services including calculations, direct deposit, payroll tax filings (941, 940, and state), and year-end W-2 and 1099 processing.
Management-use financial statements, monthly reporting packages, and lender-ready financial presentations built from clean books — for bank financing, investor updates, and internal governance.
Executive-level financial leadership for growing businesses nationwide — forecasting, cash management, financing strategy, and owner and lender reporting — without adding an executive to your payroll. Delivered by the whole firm: CFO oversight, tax strategy, and bookkeeping under one roof.
Monthly management reports, a KPI dashboard, a 13-week cash forecast, and quarterly tax-integrated planning. Works with your existing books.
Annual budget and rolling forecast, scenario and margin modeling, lender-ready packages, and oversight of cash controls. We can take over the books.
Board and investor reporting, debt strategy, multi-entity consolidation, oversight of your in-house accounting staff, and deal or exit readiness.
Financial models, loan packages, books clean-up ahead of financing or a sale, and cash-flow rescue — defined projects for businesses not yet ready for a monthly engagement.
Foreign companies expanding into the US face a dense layer of federal, state, and local tax obligations from day one. We guide international businesses through every stage — from entity selection and US incorporation to ongoing compliance, bookkeeping, and tax preparation.
We analyze your business model and cross-border structure to recommend the optimal US entity — C-Corp, LLC, or branch office — and guide you through formation and registration requirements.
Full preparation and filing of US federal and state income tax returns for foreign-owned entities, including timely elections and disclosures required for new entrants.
Guidance on where your US business has tax obligations based on economic activity and physical presence. We handle state registration, annual filings, and ongoing compliance as your footprint grows.
Complete US bookkeeping, monthly financial statements, and management reporting for your American operations — keeping your books clean, accurate, and audit-ready from day one.
Contact us today to discuss your tax and accounting needs.
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