Services
What We do
Accounting Services
Outsourced Accounting
Our outsourced accounting service acts as your complete back-office finance team, managing every detail so you can run your business without distraction. We handle daily transaction entry, bank reconciliations, payroll processing, accounts payable and receivable, monthly financial closes, and custom KPI reporting—all delivered through a secure cloud portal with real-time access.Â
Compilations
We take your records, organize them into standard GAAP or cash-basis formats, and deliver a complete package—balance sheet, income statement, and cash-flow statement—ready for banks, investors, landlords, or internal decision-making. No testing, no verification, no opinion letter—just accurate, professional-grade reports compiled by licensed CPAs who know your numbers inside out.
Tax Services
Individual Tax Services
Our individual tax service goes beyond filing a return—we build a personalized tax plan that minimizes what you owe today and protects what you build tomorrow. From maximizing deductions (home office, medical, education, investments) to optimizing retirement contributions and timing capital gains, we leave no credit unclaimed.
Corporate & Partnership Tax Services
We design and execute tax strategies that keep more profit in your business and less in the IRS’s hands. Whether you’re a C-corp, S-corp, LLC, or multi-entity partnership, we handle every filing, election, and credit with precision—turning compliance into a competitive edge.
Estate & Trust Tax Services
We make estate and trust taxes seamless, so your wealth transfers exactly as intended—without erosion from penalties or missed planning. From simple revocable trusts to complex irrevocable structures, we handle every filing, deduction, and election to minimize estate, gift, and generation-skipping transfer (GST) taxes while staying fully complian
Financial Advisory
Mergers & Acquisitions
We guide you through the entire M&A lifecycle with CFO-level financial rigor, so you close the right deal at the right price. From target valuation and due-diligence deep dives to post-merger integration and tax structuring, we uncover hidden liabilities, validate synergies, and model cash-flow impacts before signatures hit paper.
Financial Crisis
We identify immediate cost cuts that don’t kill growth, restructure debt without toxic terms, and secure bridge financing or government relief if eligible. Throughout, you get a daily cash dashboard and a clear turnaround plan that turns survival into strength
Book keeping
Your books, updated daily—without lifting a finger.
We run your entire bookkeeping operation in the cloud, delivering clean, accurate, real-time financial data that powers every decision. From the moment a transaction hits your bank, we categorize it, reconcile it, and reflect it in your live P&L and balance sheet—automatically. No more weekend catch-ups, no more spreadsheet chaos.
Free Estimation
Book appointment
Your dedicated accountant is one message or call away, backed by a full team that rotates coverage 365 days a year