Services

Assurance
  • Financial statements - audit, review, and compilation
  • Due diligence
  • Agreed-upon procedures
Tax
  • Federal and state tax return filing and tax planning
  • Representation for federal, state, and local tax audits
  • Federal and state tax credit evaluation
  • Property and business tax filing
  • Sales and use tax filing
  • Payroll tax filing
Advisory
  • Business formation - corporation, partnership, and limited liability company
  • Management and internal control consulting
  • Business reorganization
  • Cash flow projection and financial planning
  • Financing
  • Merger and acquisition
  • Real estate transaction planning
  • Estate and gift tax planning
  • Retirement and succession planning
  • Risk management and insurance
Accounting & Bookkeeping
  • Cloud accounting and bookkeeping service
  • Financial reporting (10K & 10Q) preparation for SEC public held companies
  • Accounting software and staff training