Services Offered
Accounting Services
Outsourced Accounting & Bookeeping
From managing daily transactions and compliance activities to preparing detailed financial reports, our bookkeeping and accounting services are not only designed to provide accurate and up-to-date bookkeeping but also insightful financial analysis.
Clean ups & Catch Ups
We provide comprehensive clean-ups and catch-ups for your finances. Our team carefully reviews and organizes your financial records, ensuring that everything is accurate and up-to-date. Whether it’s a few months or a few years, we work efficiently to bring your bookkeeping current, giving you peace of mind and allowing you to regain control of your company’s finances.
Tax Services
Individual Tax Services
I accept a limited number of individual return clients annually. I specialize in complicated individual returns with multiple streams of income, including sole proprietor small business owners
Corporate & Partnership Tax Services
I expertly manage all corporate and partnership tax filings with a high level of professionalism, ensuring compliance and accuracy in every aspect of the process.
Non-Profit Tax Services
Our dedicated nonprofit tax services are tailored to meet your unique needs, enabling you to focus on your mission while we handle the complexities of nonprofit tax regulations. We ensure your organization remains compliant with all federal and state requirements, including 990 filings and essential documentation, so you can dedicate your efforts to making a positive impact in your community.
Advisory Tax Services
From managing daily transactions and compliance activities to preparing detailed financial reports, our comprehensive bookkeeping and accounting services cover every aspect of your financial needs. We are not just service providers; we are dedicated partners in your business’s growth, offering expert advice and support at every step. Our services are designed to deliver not only accurate and up-to-date bookkeeping but also insightful financial analysis, ensuring that your business thrives in today’s competitive market.
Financial Advisory &
CFO Services
We offer comprehensive services that include providing strategic financial advice, developing tailored financial strategies, and overseeing your financial operations. Our expertise helps your business effectively manage cash flow, control costs, plan for growth, and ensure compliance with regulatory requirements. This encompasses financial planning and analysis, budgeting, forecasting, cash flow management, financial reporting, risk management, and much more, all designed to support your success in a friendly and professional manner.
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