SERVICES FOR INDIVIDUALS
Tax Preparation
Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage
risk, improve performance, and ensure the growth and longevity of your wealth.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
Elder Care
With our elder care services, you get the help of a caring, honest and knowledgeable
professional. Someone on your team, looking out for your loved one’s best interest
SERVICES FOR BUSINESSES
Tax Preparation for Businesses
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Business Consulting
Our Part-Time CFO service gives you a professional financial manager who works
with you to help guide your business to success.
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction
New Business Formation
Opening your own business is exciting and thrilling. It’s everything that comes
after the excitement and thrill has worn off that dictate whether a small business will make it or not.
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if
your organization will retain its tax-exempt status.
ADDITIONAL SERVICES
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Tax Problems
We’re here to help you resolve your tax problems. We pride ourselves on being very
efficient, affordable, and of course, extremely discrete.
