Services

Services We Offer

Learn more about the services our expert staff of professionals can offer to you.

bookkeeping icon

Data Entry, Categorization, Accounts Payable, Accounts Receivables, Reconciliation, Financial Statements

controller services icon

Month-End Close, Financial Statements, Budgets, Cost Accounting, Process, Procedures & Controls

cfo services icon

Business Planning & Strategy, Cashflow, Financial Planning, Forecasting, Tax Planning, Oversight

tax preparation icon

Business & Personal Returns, Expat Tax services, Tax Extensions, Previous Returns Review, Amended Returns

tax planning icon

Optimize Deductions, Utilize Tax Credits, Income Timing, Expenditure Planning, Entity Structure

tax resolution icon

State & Federal Audits, Levies, Payment Plans, Collection Appeals, Delinquent Returns, Payroll Tax

financial planning icon

Financial Plans, Investment Planning, Insurance Planning,
Tax Planning, Customized Reporting, On-Going Review & Alignment

investment advisory icon

Client Analysis, Portfolio Creation, Investment Management, Tax Planning, Customized Reporting, On-Going Review & Alignment

retirement planning icon

Time Horizons, Expense Estimation, After-Tax Returns, Risk Tolerance, 401(K), IRA, Pension, Annuity, Social Security, Estate & Charitable Planning