Accounting Services

  • Accounting system setup and analysis
  • Financial statement preparation 
  • Bookkeeping and accounting
  • Outsourced accounting department
  • Financial projections
  • Budget analysis

Tax Services

  • Preparation of individual, corporation, partnerships, estates ,trust  and non-profit tax returns
  • Business taxes (payroll ,personal  property , sales and use)
  • IRS resolution and audit support
  • Tax Planning

Consulting & Advisory Services

  • Outsourced CFO
  • Business entity selection
  • Business succession planning
  • Law firm consulting

Financial Services

  • Retirement and personal financial planning
  • Retirement plan design and implementation