services
INITIAL CONSULTATIONS
We offer free consultations before engaging with new clients. This
initial meeting allows you to ask questions and to get to know each other. Our firm believes in defining your values and goals so that we spend our time focused on what matters to you.
ACCOUNTING
Account Reconciliations: Monthly, Quarterly, or Annual
Payroll: Federal & State assistance and advising
Planning: Accounting Software and Training
Financial Reports: Preparations, Compilations, or Reviews
TAX COMPLIANCE
BUSINESS ADVISORY
Federal and State Taxes: Personal, Business, and Corporate
Income Tax Planning and Projections: Quarterly or Year End
Trust and Estate Compliance
Other Tax Filings: Quarterly, Annual, or Tax Elections
BUSINESS ADVISORY
BUSINESS ADVISORY
Business entity selection
Federal and State tax representation
Business accounting setup and CFO outsourcing
Consultations with attorneys on entity and/or estate planning