Businesses
Tax Preparation & Planning
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Tax preparation for business entities including S-corporations, C-corporations, Sole Proprietorships, Single-Member LLCs.​
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Tax planning for businesses and their shareholders/owners advising on tax-saving strategies and opportunities throughout the year.
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Tax preparation and planning for individuals
Consulting
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Business entity type selection and tax considerations – Corporations, LLCs, Sole Proprietorships
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Business startup consulting
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Financial consulting and advisory services
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Financial modeling and forecasting
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Consulting to fulfill traditional CFO/Controller activities and responsibilities
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Property tax, sales tax, and payroll tax consulting and training
Bookkeeping & Accounting
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Bookkeeping services for Quickbooks Online and Aplos.
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Accounting projects including cleaning up your general ledger or restructuring your chart of accounts
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Designing and formatting accounting reports to provide management with useful financial reports for their business decision-making needs
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Accounting setup for new business startups
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Accounting software transition consulting