Services

Tax Planning & Compliance

  • Individual tax return preparation and planning.


  • Corporate tax return preparation and planning.


  • Partnership and LLC tax return preparation and planning.


  • State and local tax compliance.


  • Trust and estate.


  • Non-profits.

Assurance & Attestation

  • Review and compilation services.



  • Agreed-upon procedures engagements.


Accounting & Bookkeeping

  • Full-cycle bookkeeping and general ledger maintenance.


  • Accounts payable and receivable management.


  • Monthly or quarterly financial reporting.



  • Budgeting and forecasting assistance.

Consulting & Advisory

  • Business advisory services.


  • Financial planning and analysis.


  • Mergers and acquisitions due diligence.



  • Succession planning and exit strategies.

Payroll &

HR Services

  • Payroll processing and tax withholding.


  • Payroll compliance and consulting.



  • Employee benefits administration.


Other

  • Customized financial accounting services.


  • IRS dispute resolutions.