Small business and individual tax and accounting and advisory services alongside customized solutions for personal day-to-day financial management.
Services Overview
Small Business and Individual Tax Planning and Preparation
Traditional tax and accounting services, including income tax planning and compliance, bookkeeping and record maintenance, and payroll and sales tax compliance.
Daily Money Management & Financial Concierge Services
Personal accounting services designed to support individuals with advanced care needs and their families during times of transition or as a long term solution for outsourcing daily financial tasks. Providing coordination and implementation of financial planning strategies guided by an understanding of each individual’s whole personal and financial health.
Estate and Trust Accounting Advisory Services
Customized engagements designed to support estate executors and trustees seeking to meet the record keeping and tax compliance requirements of their position and coordination with the legal team to ensure proper implementation of the terms of the will or trust documents.
Business Advisory Services
Full service advisory engagements include process reviews, performance analysis and comparison with industry benchmarks, and general management consulting services to support decision making.
Income Tax Resolution
Representation before the IRS and state agencies to resolve notices and tax deficiencies or assist with tax return examinations.
Small Business Startup
Assistance with setting up a system for record keeping and building relationships with trusted professionals to get your startup going.