Our Services

Practical support — from compliance to strategy — for individuals and businesses across the U.S.

CFO Services

  • Financial Planning & Analysis (FP&A)
  • Budgeting and cash flow planning
  • Forecasting and scenario analysis
  • Monthly performance reporting
  • KPI dashboards and management reporting
  • Profitability and margin analysis
  • Strategic growth planning
  • Capital planning and funding strategy
  • Business valuation support
  • Financial modeling
  • Working capital management
  • Strategic restructuring support
  • Advisory support for mergers & acquisitions (financial side)
  • Board and executive financial reporting
  • Cost structure analysis
  • Operational efficiency analysis

Individual Tax Services

  • Individual Federal Tax Returns (Form 1040)
  • State Individual Tax Returns (all states)
  • Multi-state individual filings
  • Tax planning and projections
  • Year-round tax strategy
  • High-income / complex individual filings
  • Foreign income reporting
  • FBAR (FinCEN 114) & FATCA compliance
  • Non-resident and part-year resident returns
  • Capital gains planning
  • Stock options (RSUs, ISOs, ESPPs) tax planning
  • Gift tax returns (Form 709)
  • Trust and estate tax coordination
  • IRS correspondence and notices

Business Tax Services

  • Business Federal Tax Returns (1065 / 1120-S / 1120 / 1041)
  • Non-profit / Exempt Organization filings
  • State business tax returns
  • Multi-state filings and nexus analysis
  • Sales tax advisory and filing
  • Use tax advisory and filing
  • Estimated tax payments
  • 1099 & 1096 preparation and issuance
  • Business tax planning and projections
  • PTE (Pass-Through Entity) tax analysis
  • Entity-level tax elections
  • Tax minimization strategies
  • 571-L (Business Property Statement) preparation
  • Franchise tax compliance
  • Business tax notices and correspondence

Accounting Services

  • Bookkeeping (monthly / quarterly)
  • General ledger maintenance
  • Chart of accounts setup and cleanup
  • Accounting cleanup & catch-up
  • Bank and credit card reconciliations
  • Monthly financial statements
  • Accounts payable support
  • Accounts receivable support
  • Payroll processing
  • Payroll compliance and filings
  • Payroll tax reporting
  • Sales reporting support
  • Accounting system setup (QuickBooks, etc.)
  • Ongoing accounting support
  • Financial documentation organization
  • Audit-ready bookkeeping

Audit Services

  • Audit response preparation
  • Documentation and substantiation support
  • Notice resolution
  • Appeals support (non-legal)
  • Information request management
  • Correspondence handling
  • Compliance review support

Advisory Services

  • Entity formation, restructuring, and dissolution
  • Strategic restructuring guidance
  • PTE analysis
  • 1031 exchange analysis and tax filing
  • Cost segregation analysis coordination
  • Tax optimization strategies
  • Retirement planning strategies
  • Long-term tax planning
  • Business succession planning support
  • Exit planning (financial side)
  • Transaction planning support
  • High-net-worth tax strategy
  • Coordination with legal / investment advisors