Our Services

Investing in your future starts with the right tax strategy. Book a session today to learn how much money you could save.

Smart Tax Strategies and CFO Guidance for Growth-Minded Companies

Tax Planing

Proactive tax planning helps you pay the least amount possible while building wealth faster. We meet with you throughout the year to ensure your strategy evolves with your business and captures every legal deduction.

  • Projections: Quarterly tax projections keep you in control of your cash flow and eliminate surprise tax bills.
  • Planning: We restructure income, expenses and entities to minimize your tax burden, building a custom plan that evolves with your goals.
  • Preparation: Tax preparation is aligned with your plan, ensuring returns are accurate and every deduction is captured.
  • Filing: Our smooth filing process is the final step in executing your strategy, giving you confidence your return is optimized and on time

Tax Compliance

We ensure your tax returns are 100 % accurate while strategically reducing your liability.

  • Efficient Filing: We prepare and e-file your returns, handling all deadlines and paperwork.
  • Strategic Reduction: We don’t just file; we look for every legal deduction and credit to reduce your tax burden.
  • 100 % Compliance: Our team stays current on federal and state regulations to ensure full compliance.
  • Business & Individual Services: Customized preparation for corporations, partnerships and high-net-worth individuals.

Tax Resolution

When tax problems arise, delaying only makes them worse. Our resolution services help you solve issues and reduce liabilities.

  • Audit Representation: We represent you during IRS audits, resolve issues and protect your interests.
  • Negotiation:We negotiate manageable payment plans or settlements to reduce what you owe.
  • Offers in Compromise: When appropriate, we help you settle tax debt for less than the full amount.
  • Prior Year Filing: We catch up on missed or incorrect returns and minimize penalties.

Strategic CFO

Our strategic CFO services provide high-level financial leadership on a part-time or project basis, giving you the expertise of a seasoned CFO without the cost.

  • Financial Forecasting: Detailed short-, mid- and long-term forecasts and budgets guide your decision.
  • Cash-Flow & Performance Management: Monitor cash flow, margins and cost-saving measures for sustainable growth.
  • Growth & Capital Strategy: Guidance on raising capital, scaling operations and preparing for audits or transactions.
  • Systems & Processes: Evaluate and improve accounting systems, implement financial software and establish internal controls.