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WE ARE COMMITTED TO DELIVERING
top-notch financial services tailored to meet the unique needs of businesses and individuals.
With our expertise and dedication, we ensure your financial success and provide you with peace of mind.
Explore our comprehensive range of services below:
TAX SERVICES INCLUDE
Minimizing Your Liability
with Strategy
NAVIGATING THE COMPLEXITIES OF TAXES REQUIRES A STRATEGIC APPROACH
Our expert tax team stays updated with the latest codes and regulations to guide you in maximizing deductions, utilizing tax credits, and implementing savings strategies.
TAX SERVICES INCLUDE
TAX PREPARATION
Let us simplify your tax filing process. We provide timely and accurate filing to minimize errors and maximize potential refunds.
TAX PLANNING
Proactive strategies for individuals, small businesses, and real estate investors. Tax planning is the key to minimizing your tax liability.
SMALL BUSINESSES
Discover tax strategies like 1031 exchanges, business deductions, entity structuring, and advanced investment credits. We ensure compliance with tax filing requirements such as 1099 reporting, estimated tax payments, and annual state filing requirements.
ACCOUNTING SERVICES
Proper financial record keeping is fundamental for clarity. Our accounting services empower you with compliance, insights, and informed decisions.
BOOK KEEPING
Accurate and timely services, offering monthly, quarterly, and annual cleanup options.​
BANK AND CREDIT CARD RECONCILIATIONS
Keep your records precise and up-to-date.
FINANCIAL REPORT PACKAGES
Gain a comprehensive understanding of your business's financial health with our financial report packages. Reports include Income Statement, Balance Sheet, Statement of Cash Flows, and Trial Balance.
Accuracy for time
and money savings
PAYROLL SERVICES
Let us handle your payroll processing, compliance, and reporting, ensuring accuracy and timeliness in all aspects of payroll management.
ADVISORY SERVICES
to help you thrive
Strategic guidance
Leverage our expertise for operational efficiency, profitability, and strategic growth. Our advisory services include:
FINANCIAL CONSULTING
Goal setting, KPI tracking, and data-driven insights for improved efficiency and growth.
CHIEF FINANCIAL OFFICER SERVICES
On-demand strategic financial leadership at a fraction of the cost. Get guidance on profitability, financial management, and long-term goals.
BUSINESS FORMATION SERVICES
Expert assistance in choosing the right business structure. Consulting with an accountant or business attorney can help you understand the tax advantages.
BUSINESS FUNDING ASSISTANCE
Turning your entrepreneurial dreams into reality often requires financial support. We specialize in helping businesses and investors secure the funding they need to thrive. Our team will work closely with you to identify your business plan development, grant and loan application assistance, and business consulting.
Faq's
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Do I have to be a business owner to work with your firm?No, not at all! We assist individuals, independent contractors, and even high-income earners with tax planning to reduce their tax liability.
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What if I am a startup business and can't afford to hire an accountant? Can you still assist me?Absolutely! We offer starter packages and consulting options for startups. As your business grows and revenue increases, we can reassess your goals and adjust our services accordingly.
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Do you only work with Real Estate Investors or Home Health Care Providers?No, we have a diverse portfolio! Our clients span various industries, including short-term rental hosts, catering, beauty, trucking, realtors and independent contractors.
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How much do business tax returns start at?he cost depends on the complexity of your returns and required forms. Generally, business tax returns w/ a schedule c can start from $675 and up. Corporate returns typically start at $950 and up. We provide a personalized quote after reviewing all your documents.
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Do I need a LLC to obtain business funding?Yes, you'll need to be officially incorporated. We can assist with the incorporation process and offer business start incorporation services.
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Can you assist clients in other states?Absolutely! We work with clients throughout the United States, offering convenient virtual appointments. For those local and wanting an in-person appointment, we're happy to accommodate your request.