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Tax Preparation

We have worked with hundreds of clients, including individuals, LLCs, Partnerships, S Corporations, C Corporations, and others. Our clients trust us to ensure we can prepare their taxes in a timely, and professional manner. We stay up to date on all the new tax law changes so that your deductions are maximized. We regularly advise for self-employed business owners, helping them navigate everything from starting their business to daily operations to annual tax preparation.


Our bookkeeping services help to keep your financial records accurate and up-to-date. Our team of experienced accountants will ensure that your financial data is organized, secure, and accurate. We provide comprehensive bookkeeping services to help you manage your business finances.

Tax Advisory

A bulk of our clients engage our firm on an annual retainer where we are confidantes and advisors year-round. We offer year-round advisory services with unlimited calls and messaging at competitive pricing to ensure you can stay focused on operations, rather than compliance. Hiring an advisor can help you stay on top of your tax situation, business or personal, year-round and ensure that you are in the right hands when it comes time for tax season.

Outsourced CFO Services

Sometimes you just do not have the partners necessary to run your business. Unfortunately, we see this happen all too often. A business will start, and fall behind on financial reporting or tax compliance because the owners, you, have a lot on your plate. We offer outsourced CFO services, where we come in and handle the financial work, and become a member of your team. Whether you need to set processes for compliance or want some help in your strategic turnaround, we are there with the tools, expertise, and desire to help.

Tax Planning

While we pride ourselves on all of our services, our tax planning is one of the most important segments of our expertise. We work closely to map out what your tax year will look like, whether you should make an S-Corp election, or if retirement contributions can help you save thousands on taxes. We work with all types of entrepreneurs and businesses, ranging from real estate tycoons to tech startup gurus. Our client list is as diverse as your business, and that is what makes us the best. 


We offer a comprehensive payroll service that takes the hassle out of payroll processing. Our experienced professionals will help you stay compliant with all applicable laws and regulations, while ensuring your employees are paid accurately and on time. With our payroll service, you can rest assured that all of your payroll needs are taken care of.

Management Consulting

Running a business is a lot of work, we know this firsthand. That is why we launched our business and management consulting services, to help our clients navigate the administrative and financial maze of business management. We specialize in tax compliance, business development, sales and marketing, fundraising strategies, market expansion, strategic analysis, competitor analysis, financial modeling and analysis, and process optimization. 

Tax Research

Sometimes you have complex tax issues that do not fit any answers that Google or your current accountant can provide you. We conduct extensive research through online tax databases on prior case law, Private Letter Rulings (PLRs), and overall outcomes to help you determine your best steps forward. Whether you need a PLR from the IRS or just want to understand how, historically speaking, similar situations have panned out. We are here to serve as stewards on the ship of a sea of uncertain tax positions for you.

Reaonable Compensation Assessments
Management Consulting and Outsourced CFO Services
Tax Research & Tax Advisory
Tax Preparation & Tax Planning
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