Our Services

Giving You Financial Power

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Services for Individuals

Tax Compliance

Our team ensures you are in compliance with tax laws and reporting requirements against ever-changing standards.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Personal Finance Planning

Get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Notary Signing Agent

A Notary Signing Agent is hired as an independent contractor to ensure that real estate loan documents are executed by the borrower, notarized and returned for processing on time. Completing this critical part of the loan process enables the loan to be funded.

Elder Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

Estate Planning

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free.

Strategic Real Estate Planning

We offer practical solutions to help you keep operating costs at a minimum and improve internal controls so you can manage your finances more effectively.

Tax Resolution & IRS Representation

Failing to file a federal, state or local tax return is a serious issue, but it’s also a problem that can be solved.

Business Services

Bookkeeping

We provide highly-trained, experienced accounting professionals that can help get you going and stay on track quickly and effectively.

Small Business Accounting

We take care of your books for you, so you can get back to the job of running your business and generating profits!

Payroll Services

We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.

New Business Formation

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Tax Compliance

With the speed of change in the tax and accounting laws, it may be difficult for companies to stay on top of changes both to the laws and their application in your tax filing and compliance procedures.

Cash Flow Management

The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term cash flow projections to help you manage daily cash, and long-term cash flow projections to help you develop the necessary capital strategy to meet your business needs.

Business Valuation

Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

Bank Financing

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Forensic Accounting

Are you investigating an entity for possible acquisition and need to ensure the absence of financial irregularities? Maybe you’re involved in litigation and require an expert witness to testify on your behalf?

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Strategic Business Planning

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

Non-Profit Organizations

We can help you setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you.

Internal Controls

At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft.

Notary Signing Agent

A Notary Signing Agent is hired as an independent contractor to ensure that real estate loan documents are executed by the borrower, notarized and returned for processing on time. Completing this critical part of the loan process enables the loan to be funded.

Audits, Reviews & Compilations

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.

Strategic Real Estate Planning

We have worked with a diverse range of clients in the real estate industry, including commercial and residential developers, investors, brokers and agents, attorneys, homeowner’s associations, and insurance providers.

Tax Resolution & IRS Representation

Failing to file a federal, state or local tax return is a serious issue, but it’s also a problem that can be solved.

Testimonials

We're Committed To Our Clients