All the Services You Need to Run a Successful Business

We understand the unique challenges of small businesses ownership, so you’ll have all the support you need to thrive for this generation and the next.

Our first step with every new business is in-depth, upfront advisory so we understand your business, your challenges and your goals and plans. Then we develop a customized tax and business strategies plan that saves you money now and helps you build long-term wealth.

We price our services in advance with convenient monthly billing so you never get an unexpected bill.

Bookkeeping

Timely and accurate books are essential for tracking the performance of your business. We can provide any level of service you need, from recording all transactions with monthly bank reconciliations to reviewing the work of your in-house team and making adjustments.

Financial Statement Reporting and Analysis

Whether you need simple financial statements, a compilation or a review, our experts can provide you with the appropriate level of assurance. We also provide in-depth analysis so you understand what your numbers mean, and what steps you need to reach your goals.

Payroll Services

Save time and headaches when you turn your payroll over to us. We’ll handle all the details, from paying employees to filing payroll tax reports including annual W-2s and 1099s.

Property Tax Filing

No more worries about missed deadlines, late payment penalties or paying more than you need to when you let us handle your business personal property tax reporting.

Business Income Taxes

Whether you have a partnership, corporation or S-corporation, we’ll help you develop appropriate strategies to help you keep more money in your pocket and maximize the long-term value of your business.

Advisory Services

High-level advisory services form the cornerstone of the work we do with our clients. We focus on business success and tax efficiency. We’ll help you streamline your processes so you spend less time working in your business and more time working on your business. Save tax now while building long-term sustainable wealth for your family. Areas we routinely consult on include:

  • Buying or selling a business
  • Business valuation
  • Due Diligence support for business purchase
  • Assist with Buy/Sell Agreements
  • Retirement and Health plans
  • Owner compensation
  • Cash flow planning
  • Entity selection
  • Employee vs. Contractor Determination
  • Business Expense Reimbursement plans
  • How to “audit proof” your business records
  • How rent property to your corporation
  • Profit improvement analysis

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