Services
Services
Tax Planning and Preparation
Our goal is to help you make the most of your tax strategy at every stage of your business.
Our approach as a CPA firm is to develop plans that help our clients optimize tax strategies in consideration of all their business earnings, with a thorough understanding of the tax laws, and implementing on those tax plans.
Whether you're a business start-up, or a next generation business leader, we have the tax expertise to help you achieve your goals of accurate tax filings with professional advice.
Our CPA tax consulting expertise includes the following services:
- Business tax planning and preparation
- Individual tax planning and preparation
- State tax planning
- Transactional tax planning
- Tax optimization
- Cost Segregation Studies assistance
- Research and Development Credit assistance
Accounting | Bookkeeping | Payroll
We care deeply about keeping your books accurate, your payroll on track, and your business running with clarity. Whether it's simple data entry and reconciliations or complex bookkeeping, our team of bookkeeping and payroll professionals are geared up to handle it for you with clarity.
Fractional CFO Services
We walk alongside you to measure what matters, clarify what the numbers are saying, to help you make better decisions with confidence.
Our CFO services assist entrepreneurs to not only improve profitability and sleep well from the financial assurance that financial risks are well managed, but add value from CPA oversight.
Compiled Financial Statements
Financing statement compliance for board of directors, financing, vendor terms, customer orders, or management decisions are important business tools. Whether monthly, quarterly or annual, we have the talent to prepare compiled financial statements for our clients. These financial statements are becoming increasingly relevant to business decisions. As a CPA firm we can prepare these statements. For management or lenders, we provide accurate, concise, and timely statements; our clients have the right financial tool when required with our financial statements.
Business Valuations
If you own a business, want to protect your wealth, or want to determine how much your enterprise is worth, you will need professional business valuation services. From planning a business sale or purchase, to estate and gift tax planning, or succession plans, a profession valuation is advised.
Our business valuations are prepared according the NACVA Standards, giving you the confidence that the valuation report provides accurate documentation of the appraisal value. While we do not provide valuation reports for litigation purposes, the following are purposes for report appraisals we provide:
- Planning for a business sale or acquisition
- Obtaining financing from a lender for the purchase of a business
- Estate and gift tax planning
- Creating a succession plan
- Cashing out a business for retirement
- Shareholder / Corporate planning
- Financial reporting - tax and financial planning