Our Services

Tax Peparation

• Individual Tax Returns
• Small Business Tax Returns
• Estate and Trust Tax Preparation
• Nonprofit Tax Preparation and Consulting
• Tax Planning
• IRS Representation and Audit Support
• Tax Credit and Incentive Analysis

Accounting and Financial Management

• Bookkeeping and Financial Reporting

• Payroll Services

• Financial Statement Preparation

• Budgeting and Forecasting

• Cash Flow Management

• CFO/Controller Services (Outsourced)

Advisory, Consulting, and Business Process Automation

• Small & Start-Up Business Consulting

• Business Entity Selection and Structuring

• Mergers and Acquisitions Advisory
• Business Valuation Services

• Retirement and Succession Planning

• Small Business Automation Consulting

• Financial Process Automation

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