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!
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!