With today’s complex and changing business tax environment, transparency is key. Remote environments and e-commerce have increased tax requirements and complexity.
OUR SERVICES
HELPING PEOPLE ACHIEVE THEIR FINANCIAL GOALS
Private Tax
Tax regulations for individuals continue to change, resulting in an increasingly complex tax environment. We can assist individuals in understanding their tax provision and comply with tax laws.
Accounting & Controllership
With the changes and complexity of the current business environment, it is more important than ever for businesses to maintain accurate records. Changes for remote working has also increased the need to review risks for operations and procedures. We help businesses maintain accurate books and reviews of the company’s financial structure.
Business Tax Services
Tax Preparation
Prepare and file federal and state returns. Review of state nexus filing requirements and federal and state elections.
Tax Planning
Quarterly reviews for business tax benefits and strategies. Review for key risks and strategies/controls for businesses to adopt for success in an unpredictable environment.
Sales Tax Returns
Prepare and file state returns. Review of state nexus filing requirements and state elections.
International Tax
Prepare and file federal forms. Review of federal filing requirements and opportunities/strategies for businesses.
Individual Services
Tax Preparation
Prepare and file federal and state returns. Review of state and federal filing elections and requirements.
Tax Planning
Quarterly reviews for individuals for tax benefits and strategies. Provided advisory support, tax risk review and compliance.
Wealth Transfer Planning
Advisory consulting for wealth transfer planning, including business exit strategies for business owners.
Accounting & Controllership Services
Bookkeeping
Data entry and account reconciliation. Includes monthly or quarterly financials and required journal entries.
Cash Flow Analysis
Review and a detailed analysis report of the company’s cash flow and current financial standing.
Controllership
Manages account payables and receivables. Data entry and account reconciliation. Quarterly cash flow analysis report on the company’s financial standing. Reviews current contracts with vendors. Reviews company’s current operating procedures. Reviews financial statements with management monthly or quarterly.
Review and Compilation Reports
With the demand of transparency, requests for a compilation or review report are increasing. We help business owners comply by offering the service of a compilation or review.
