Accounting

  • Accounting & Bookkeeping
  • Payroll Processing
  • Bill Payment
  • Financial Statements
  • Reviews and Compilations

Tax

  • Federal & State tax preparation for individuals and businesses
  • Sales & Use Tax
  • Personal Property Tax Declaration
  • Tax dispute resolution
  • IRS Audit representation
  • Offers in Compromise
  • Payment Plan

Consulting Services

  • Business Best Practice & Assurance
    • Cash Flow Analysis
    • Budget Development
    • Budget to Actual Analysis
    • Controls review
    • Processes & Documentation Review
  • Entity formation & structuring
  • Business & individuals Consulting & Planning
    • Business succession planning
    • Advice on employee benefits, pension, and profit-sharing plans
    • Analysis of buy-sell agreements
    • Education planning
    • Retirement planning
    • Estate planning
  • Other Services
    • Out Sourced  CFO
    • Liaison / Manage key relationships (legal, insurance, banking, investment advisors, etc.)
    • Divorce – consulting and assistance with discovery and financial matters
    • Systems implementation – (Extensive experience in Workday implementation and optimization)