We provide a range of financial services, including tax strategy and planning, tax preparation, bookkeeping, and fractional CFO and Controller services.
We offer a free initial consultation to understand your needs and recommend the best solutions for your business.
We work with both individuals and businesses, tailoring our services to meet your unique financial needs.
We serve a variety of industries, including real estate, healthcare, e-commerce, professional services.
We use industry-standard encryption, secure portals, and best practices to protect your financial information.
Tax strategy involves proactive planning to minimize your tax liability while ensuring compliance with IRS regulations. We help individuals and businesses optimize deductions, credits, and entity structures.
Tax planning is a year-round process. The earlier you start, the more opportunities you’ll have to reduce your tax burden.
Yes! We specialize in legal tax-saving strategies, including entity structuring, deductions, credits, and retirement planning.
For individuals, this may include W-2s, 1099s, mortgage interest statements, and investment income records. For businesses, we need income statements, expense records, payroll reports, and other relevant financials.
Yes, we assist with IRS audits, offering guidance and representation to ensure compliance and minimize potential penalties.
