WE TAKE A STRATEGIC APPROACH
Setting your course for sustainable growth or weathering economic storms starts with developing a sound financial strategy. It includes forecasting future income as well as cost overhead management. It means making sure that you have the appropriate structures in place for accounting and tax planning. Creating a sound financial framework will also create the peace of mind that comes with understanding your current reality and having strategic support with you when you need it.
Accounting
Financial statement preparation: monthly, quarterly, annually
Audits, reviews, compilations, and attestation services
Software selection
Bookkeeping services
And more …
Tax
Individual and Business
Income tax preparation
Income tax planning and consulting
Sales tax return preparation and compliance
Payroll tax consulting
And more …
Valuation & Litigation Support
Preparation for sale
Buy/sell agreements
Transfer/sales of business/mergers & acquisitions
Estate & gift tax valuations
Succession planning
And more…