Our Services

Entity Structure Advisory Services

Provide analysis of entity type (planning or review) to maximize tax and operational benefits of client’s current (or proposed) entity selection

Tax Advisory Services

Analysis, planning, and preparation services to maximize tax efficiency and minimize overall tax cost; may include tax amnesty or problem resolution, if necessary

Business Advisory Services

Partner with client to analyze opportunities to increase productivity, reduce expenses, improve processes, or otherwise maximize profit and achieve goals

Fractional CFO Services

Provide part-time or temporary services in a CFO-equivalent role as a bridge, a supplement, or a longer-term solution

Annual Maintenance Services

Provide routine, on-going services including bookkeeping, account reconciliation, month-end closing, sales tax filing, or other, as needed

Business Consulting and Advisory Services

From choosing which entity type is best for a new business, to maximizing financial and tax efficiency year after year, to preparing to sell or transition a business, we can help analyze, strategize, and implement plans to reach your goals. We also offer part-time, temporary, or project-based CFO services, as well as bookkeeping and other routine outsourced services. We would be happy to help you assess your needs and see how we can help!

Consulting

Analyzing

Tax Planning and Compliance

For both individuals and businesses, we offer tax planning, tax preparation and compliance in all fifty states, nexus analysis, and tax amnesty and problem resolution as needed. We can also offer a review of your most recent tax filings, looking for tax-saving opportunities that may have been missed. Call us today to see how we can put our expertise to work for you!