Services
We continue to evolve and tailor our client service offerings and practices to suit your specific needs. As our profession continues to navigate the changing and challenging business, technological and regulatory environments; we are committed to providing the best solution for your via our unique, concierge service model. Below please find some of our core offerings:
Accounting & Advisory Services for Business and Not-for-Profit Organizations
Bookkeeping
Client Accounting (up to and including fully-outsourced accounting services)
Fractional CFO & Controllership
Forecasts, projections and budgets
Business Advisory
Start-up services for new business entities
Tax Planning, Preparation and Compliance
Corporations, Partnerships & Sole-Proprietors
Individuals
Not-for-Profit Organizations
Estates and trusts
Client Representation Before Federal, State & Local Taxing Authorities
Assurance Services
Compilations
Reviews
Audits
Non-Financial Assurance Services
Incorporation, LLC Filings, & Corporate Compliance Services (all 50 states)
Incorporation & LLC Filings
DBA / FBN Filings
Registered Agent Services
Obtaining a Federal EIN
State Unemployment Insurance
State Income Tax Withholding
Business Licenses (Research, Apply, Obtain)
Monitoring Compliance Due Dates and filing annual reports
Payroll Services
Payroll services provided via trusted 3rd-party partners
There are many events that occur during the year that can affect tax, financial and regulatory situations for organizations and individuals. Preparation of your financial information, tax returns and/or compliance filings normally involves summarizing transactions and events that occurred in the past. In most situations, proper, legal and allowed treatment is firmly established at the time transactions occur. However, negative effects can be avoided by proper planning and communication before action is taken. Please contact us in advance if you have questions about the effects of a particular transaction, event or course of action.