Our Services
Individual and Business Tax Return Preparation & Review
We offer tax return preparation services for you, your business and your family. We assist in preparing returns for estates and trusts as well. In addition we offer review services for externally prepared tax returns.
Tax Planning
We analyze your financial statements for your personal and business finances from a tax perspective to ensure maximum tax efficiency. Tax planning considerations include amount of income, timing of purchases and planning for large expenditures. It also assists with strategies for retirement savings.
Virtual CFO
Why hire an in house Controller? We do it all for your remotely. If you are based in a nearby city we offer the option to come to your office and work with you on your financials.
IRS & State Tax Board Notice Resolution
Have you received a notice from the IRS or State Tax Board? We will help resolve the issue for you. We will prepare all the statements and evidence you need and help negotiate a payment plan.
Real Estate Asset Accounting & Financial Statement Preparation
Accounting in the world of real estate can be a tedious task. Most property owners and managers may not be able to properly account and prepare financial statements for real estate assets. We can stop by your office, or work with you 100% virtually in preparing your financial statements, depreciation reports, partnership valuations, distributions and other services that will help you concentrate fully on actually running your business.