Services
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- Tax Management Services
- Audits & Compilation
- Financial Projections
- Bookkeeping
- Budgeting Analysis
- Benefits & Pension Plans
- Accounting Services
- Retirement Planning
- IRS Representation
- Entity Selection
- Payroll Services
- Estate Tax Preparation
Tax Services
Personal & Corporate Tax Preparation
Individual and Business Tax Services
With years serving clients in major areas, we navigate regulations for solid returns.
We Handle all aspects of personal and business income taxes and returns.
Swift & Accurate
Our services provide accurate results. For Equity Compensation, we optimize stock sales based on vesting.
For business owners, we advise on taxes and company structuring.
Strategic Planning
Clients value our strategy beyond tax filing. We specialize in:
- Equity timing
- New home tax
- Joint/separate returns
- Dependent benefits
- Estimated taxes
Contact us for tax planning.
IRS Audits, Past-Due Taxes and IRS Troubles
We help reconcile records and file past returns. Our team aids information retrieval.
I can represent you at the IRS audit. It is adviseable.
We reduce taxes through programs. We have settle overdue and unpaid taxes for pennies on the dollar.
I have a 100% success rate with tax court and special counsel appeals.
Connect Today
Explore our individual tax services. Reach out to tap into our expertise.
Audit and Attestation
Build Trust in your Stakeholders
In today’s business, accurate financial reporting is essential. We offer tailored services, including attestation, review, audit, and compilation. Our team provides reliable financial insights to enhance your statements’ credibility.
Attestation Services:
- Agreed-Upon Procedures (AUP): Specific procedures with a findings report.
- Financial Statement Reviews: Analytical procedures and inquiries for limited assurance.
Review Services:
Review engagements offer limited assurance for accounting standard compliance. Our services include:
- Analytical Procedures: Identify variances requiring investigation.
- Inquiries and Discussions: Communicate to understand operations and concerns.
Audit Services:
An audit offers the highest assurance. We assess risks, test accuracy, and evaluate controls.
Compilation Services:
Compilation organizes data into statements without assurance, suitable for internal use or external reporting.
Defense
In a Sticky Situation? We Can Help
- IRS Representation
- Entity Selection
- Payroll Services
- Estate Tax Preparation
Management
We Keep Everything Organized For You In One Place
- Budgeting Analysis
- Benefits & Pension Plans
- Accounting Services
- Retirement Planning
Tools & Resources
Use These Tools to Manage Your Own Finances
- 401k Calculator
- Retirement Planner
- Interest Calculator
- Payroll Deduction Calculator
Contact Us
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