Services

Filing federal, state, and local tax returns, as well as any required filings for income earned from investments, rental properties, or foreign assets, and including a comprehensive review of available tax credits and deductions.
Help individuals navigate complex tax issues, such as stock options, real estate investments, self-employment income, and tax implications of life events like marriage, divorce, or job changes.
Potential tax implications of various financial transactions
Assistance with responding to IRS or other tax authority inquiries, audits, and notices.

Preparation of federal, state, and local tax returns, including tax reporting requirements, deadlines, and obligations.
Year-end accounting assistance, as needed, for preparation of a tax filing.
Planning: identification of eligible tax credits, incentives, and deductions to reduce business tax liabilities; analysis of business structure, industry trends, and upcoming tax law changes to identify opportunities for tax optimization and cost savings.
Navigation of state and local tax laws and regulations, including state income taxes, property taxes, sales and use taxes, and other state-specific taxes; assistance with international tax issues.
All entity and organization types served, including tiered partnerships or other complex organizational structures.
Tax notices, audits and disputes with tax authorities, helping respond to inquiries, gather documentation, and negotiate settlements, while advocating for efficient resolution and minimization of potential penalties and liabilities.

Routine accounting: assist clients with basic accounting tasks, such as recording transactions, reconciling bank accounts, maintaining general ledgers, and organizing financial records, ensuring the client's financial data is accurate, up-to-date, and organized for easy access and analysis.
Financial statement preparation: prepare regular financial reports for clients, including income statements, balance sheets, cash flow statements, and other customized reports as needed. These reports provide valuable insights into financial performance and help make informed business decisions.
Financial analysis: conduct financial analysis to help clients understand their financial results, identify areas of strength and weakness, and make strategic business decisions. This may include profitability analysis, variance analysis, ratio analysis, and trend analysis.
Financial management: budgeting and forecasting, expense analysis and control, cash flow management, and management reporting.

Issuing reports on the reliability and integrity of financial information, systems, or processes. These services provide assurance to stakeholders about the accuracy, completeness, and fairness of the information being examined.

Other office accounting tasks: payroll processing, bill pay services, 1099 and other information reporting, and more
Business advisory services: offer strategic guidance and advice on a wide range of business matters, which may include business planning, expansion strategies, mergers and acquisitions, financing options, and other strategic initiatives to help clients achieve their business objectives.
Assistance with lender requests
Financial modeling and analysis: CFOs develop financial models to evaluate the financial impact of various scenarios, projects, and decisions. This includes scenario analysis, sensitivity analysis, and investment appraisal to assess risk and return.

Let's discuss

This list of services is not exhaustive, and of course, can be customized to your needs.

What we'll aim to accomplish:

Understand your needs

Discuss tailored solutions

Begin a trusting working relationship

Lay groundwork for collaboration