“We prioritize your unique needs and offer personalized attention.” 

We specialize in small business.

Tax Preparation & Planning

Strategic tax preparation and planning can help reduce your future tax liability. We assist you in proactively managing both personal and business tax matters, including evaluating how upcoming business opportunities may impact your tax position and vice versa. Many tax-saving opportunities aren’t immediately obvious, but with us on your side, you’re more likely to take full advantage of them. We stay up to date on federal, state, and local tax laws and developments, continually identifying new strategies to minimize your tax burden. 

Bookkeeping & Accounting

If your business lacks accounting staff or is outgrowing its current bookkeeping system, we offer comprehensive bookkeeping and write-up services to keep your financial operations running smoothly. As your business evolves, we provide guidance and planning support to ensure your accounting and financial systems scale effectively with your growth. 

Audits

We offer a range of assurance services, including audits, compilations, and reviews, tailored to businesses of all sizes—from small enterprises to non-profits. 

Sales Tax Services

State and local tax authorities are focused on maximizing sales tax collections. We help you navigate and manage your sales tax obligations, ensuring accurate and timely preparation of your sales tax returns. 

Consulting

We help in business entity formation - LLC, Sole Proprietorship, Partnership, S-Corp, & Non-Profits. We also provide business valuations and getting IRS EFIN number.

Financial Statements

Financial statements are a crucial tool for informed management decisions and also represent your business to lenders, partners, potential buyers, and other stakeholders. We collaborate closely with your key personnel to prepare accurate and timely financial statements. 

IRS Representation

An IRS audit can be a complex and intimidating process. If you or your business are facing an audit, we help with tax matters and IRS procedures to ensure you are effectively represented before the IRS and other tax authorities. 

Advisory Services

Our Advisory Services are designed to enhance the efficiency and effectiveness of your business operations. We offer guidance in business planning, Virtual CFO, and other advisory areas. Contact our office to learn more about the full range of services we provide. 

ITIN Services

We help getting ITIN number and file IRS form W-7.

Financial Services

Strong financial analysis empowers a business to enhance management, planning, and decision-making. It provides the data needed to support, question, or evaluate potential courses of action. Forward-looking analysis can illustrate how different scenarios may unfold, adding valuable insight to strategic decisions. We are ready to deliver this type of financial analysis to help ensure the continued success of your business. 

Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll partner are well versed on these laws and regulations. 

Multi-Lingual

Various languages available. Spanish too!!