Getting your taxes and financial reporting done is the first step.
In addition to preparing your personal and corporate tax returns using all allowable deductions, we’ll also engage in tax planning with you throughout the year so there are no surprises.
If you require an audit or review of your financial statements for your lender, we’ll provide the level of financial reporting needed.
Compensation and income planning solutions to maximize your profits.
Making sure your entity selection is best for your current situation, designing cash flow & budget projections, structuring income allocation, compensation planning & structuring pass-through income and benchmarking yourself to like competitors are just a few ways we help you position for continued growth.
On-demand advice and strategies to help achieve your goals and plan for your future.
Working towards that next big growth step, looking to acquire a competitor or possibly thinking about retiring? Want to structure a partner buy in or buy out? Get quarterly or monthly meetings to review your financial data and have discussions around on-going challenges to help you make quicker, more informed decisions.
Get the most from your monthly numbers.
Whether you need your bookkeeping reconciled, help recording entries, accounting records cleaned-up, paying bills or CFO advisory services such as: forecasting, budgeting, and planning. We collaborate with your staff to provide the functionality of an entire accounting department.
“I am always treated like a personal friend. They always alleviate any concerns I may have.”
“Long time customer with sometimes difficult tax problems. Always handled!”