What We Do

Tax

  • Business Tax
  • Estate, Trust, and Gift Tax Planning
  • Personal Tax
  • Non-Profit Tax
  • International Tax

Accounting

  • Full-Service Accounting
  • Accounting oversight
  • Accounting Automation
  • Bill Pay
  • Payroll and 1099s
  • Sales Tax support
  • Quickbooks support

Advisory

  • Purchase/sale of a business structuring and related considerations/logistics
  • Optimization of Tax Consequences
  • Financing Arrangements, including Seller-financed
  • Cash-flow analysis and feasibility
  • Practical financial considerations
  • New business planning
  • Entity structuring
  • Forecasting, Budgeting, and Projections
  • Fixed Asset Management

Assurance

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures
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