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Tax Planning & Advisory

Clarity and control over your financial future.

Our comprehensive Tax Planning & Advisory services aid you in navigating the ever-changing tax landscape with confidence. Whether you're a seasoned real estate investor, a bustling SMB owner, or managing complex partnerships or trusts, we empower you to make informed decisions and optimize your tax strategies.

Tax Preparation

Conquer Your Tax Season with Expertise.

From navigating personal returns to managing complex business finances, our tax preparation services provide comprehensive support for every stage of your financial journey. We handle the intricacies of individual, corporate, partnership, and LLC taxes. We also specialize in navigating trust and gift tax scenarios, and offer dedicated expertise for non-profit organizations. Our team of experienced professionals will guide you through the process with accuracy and efficiency. 

Tax Notices & Audit Response

Facing a tax notice or audit can feel overwhelming. But you don’t have to go it alone!

Our team of experienced accountants stands by you, deciphering complex notices, crafting persuasive responses, and advocating for your best interests. We'll navigate the process with clarity and confidence, minimizing stress and acting as your shield. 


Here's how we can help:


  • Expert interpretation of tax notices: We'll break down confusing jargon and explain your options, ensuring you understand the situation fully.

  • Strategic response development: We'll tailor a compelling response that addresses the specific issues raised, presenting your case effectively and professionally.

  • Negotiation and representation: We'll advocate on your behalf, communicating with the IRS or other taxing authorities to seek the best possible outcome.

  • Ongoing support and guidance: We'll be there every step of the way, answering your questions, providing updates, and ensuring your peace of mind.

SMB Consulting & Advisory Services

Grow Your Small Business with Confidence.

Our expert SMB Consulting and Advisory Services empower small businesses to achieve their full potential. We offer a comprehensive suite of solutions to address your unique needs, from financial strategy and planning to operational optimization and growth acceleration.


Key Services:


  • Fractional CFO: Access the expertise of a seasoned financial leader without the full-time cost.

  • New Business Formation: Navigate the complexities of starting your business with our experienced team.

  • Business Planning and Strategy: Develop a roadmap for success with data-driven insights and actionable plans.

  • Financial Modeling and Forecasting: Make informed decisions based on accurate financial projections.

  • Performance Improvement: Identify areas for improvement and implement strategies to boost your bottom line.


With our SMB Consulting and Advisory Services, you will:

  • Gain a clear understanding of your financial health

  • Make informed decisions about your business

  • Optimize your operations for efficiency and profitability

  • Develop a strategic plan for growth and success

  • Access the resources and expertise you need to thrive

Payroll Services

Payroll can be a complex and time-consuming task.

Let our experienced team handle everything from setup and processing to reporting and returns, so you can focus on what you do best: running your business. We'll ensure accurate calculations, timely payments, manage tax compliance, and take care of all the filing, so you can rest assured your employees are paid correctly and on time.




  • Accuracy & Efficiency: Eliminate errors and ensure compliance with our meticulous attention to detail and automated processes.

  • Time Savings: Reclaim valuable hours for strategic tasks while we handle the payroll heavy lifting.

  • Peace of Mind: Rest assured knowing your employees are paid accurately and on time, and your tax obligations are met.

  • Scalability: We handle payroll needs for businesses of all sizes, from startups to established enterprises.

Professional Bookkeepers

Get your finances organized and running smoothly with our expert bookkeeping services.

Our dedicated team of professional bookkeepers provides a range of solutions to cater to all your financial needs, whether you're a business owner or individual. 


Our professional bookkeepers are dedicated to providing:

  • Accuracy and reliability: You can trust us to handle your finances with meticulous care.

  • Time-saving efficiency: We free up your time to focus on running your business.

  • Expert guidance: We're here to answer your questions and provide financial advice.


Stay on top of your game:

  • Monthly Bookkeeping- Maintain accurate records and track your financial performance with regular updates.

  • Historical Bookkeeping- Need to catch up? We’ve got your back! We bring your records up-to-date efficiently and accurately.

  • Bank Reconciliations: Ensure your accounts match reality, eliminating discrepancies and boosting your confidence.

  • Monthly/Quarterly/Yearly Reporting: Get clear insights into your financial health with custom reports tailored to your needs.

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