Tax Services

• Tax return preparation for businesses and its owners
• Tax return preparation for high income individuals
Tax planning
• Estate tax planning and preparation
• Trust tax return preparation
• Gift tax
• Mergers and acquisitions
• Recommendation for business entity selection
• IRS audits
• Sales tax
• Business valuation.

Accounting Services

• Assist your accounting department with monthly closing
• Budget preparation assistance
• Assist with the hiring and/or training of your bookkeeper
• Outsourced CFO services
• Outsource Controller services

Do you know how much your
business is worth?

Should you consider an
outsourced CFO?

Business Advisory and Financial Services

• Audit, review or compilation of financial statements
• Streamline monthly close procedures
• Design inventory and cost systems
• Software implementation and training
  1. QuickBooks
  2. Fishbowl
  3. Peachtree
  4. MAS 90
  5. ComputerEase
  6. MS Small Business Accounting
  7. Others
• Software selection
• Business planning
• Assistance with hiring accounting personnel
• Incentive compensation design and planning
• Mergers and acquisition
• Sale of a business
• Cash flow planning and analysis
• Financial statement projection and forecast
• Profitability analysis
• Business valuation
• Litigation support
• Strategic planning