We offer a variety of services to business and individuals. Below you will see a summary of these services. Click on the different links to get more information.

AUDIT & ASSURANCE

  • Financial Statements
    • Audits
    • Reviews
    • Compilations
    • Preparations
  • Projected Financials
    • Compilations
  • Budgets
    • Preparations

TAX & TRANSACTION

  • Nonprofits [Corporations and Private Foundations]
  • C-Corporations
  • Passthroughs:
    • S-Corporations
    • LLCs – Proprietorships and Partnerships
  • Individuals/Couples/Households/Divorcees
  • Trust and Estate
  • Property Transactions Analysis

CONSULTING

  • Outsourced CFO for Businesses
  • Entity Selection – Incorporations/Organizations
  • Tax Planning for Entities
  • Tax Planning for Individuals
  • Retirement Planning
  • Estate Planning