Advisory Services

We take a proactive approach to tax planning and financial strategy, helping individuals make informed decisions to protect and grow their wealth. Our advisory services include:

• Wealth Preservation & Estate Planning – Minimize tax burdens and maximize wealth transfer with estate planning strategies, including trusts and gifting.
• Retirement Tax Planning – Ensure a tax-efficient retirement by optimizing contributions to IRAs, 401(k)s, and other retirement plans.
• Real Estate & Investment Tax Strategies – From cost segregation studies to short-term rental tax optimization, we help real estate investors and high-net-worth individuals make tax-smart investment decisions.
• Self-Employed & Small Business Consulting –Whether you're a freelancer, independent contractor, or small business owner, we guide you on business structures, deductions, and long-term financial planning to maximize profitability.
  

Compliance Services

We make tax compliance simple and stress-free, ensuring accuracy while helping you maximize potential deductions and credits. Our compliance services include:

• Individual Tax Return Preparation – Whether you're a salaried employee, self-employed, or have multiple sources of income, we ensure accurate and optimized tax filings, including Schedule E (rental income) and Schedule C (sole proprietorships).
• IRS Audit Assistance & Representation – If the IRS comes knocking, we provide expert representation and support to protect your financial interests.
• Quarterly Estimated Tax Payments – For self-employed individuals and those with significant non-W2 income, we ensure that your estimated tax payments are calculated correctly and filed on time to avoid penalties.

Compliance Services

Staying compliant with tax and financial regulations is critical for any business. Our compliance services ensure that your company meets all necessary requirements while minimizing the risk of penalties and audits. We handle:

• Business Tax Return Preparation – Whether you're a sole proprietorship, partnership, or corporation, we prepare accurate and timely tax returns, including Forms 1120, 1120S, and 1065.
• Payroll Filings & Sales Tax Compliance – We process payroll filings, handle quarterly and year-end reporting, and ensure compliance with local, state, and federal tax laws.
• Financial Statement Preparation – We compile financial statements, including balance sheets and profit and loss reports, to provide a clear picture of your business's financial health.
• Regulatory Compliance & Reporting – We ensure your business adheres to all relevant tax regulations, minimizing the risk of IRS scrutiny.



Advisory Services

Beyond compliance, we serve as strategic advisors, helping businesses improve financial operations, optimize tax planning, and prepare for long-term growth. Our advisory services include:

• Financial Management & Systems Implementation – We help businesses transition to more effective financial management systems, including accrual accounting and Work-In-Progress (WIP) schedules, to improve cash flow tracking and reporting accuracy.
• Strategic Tax Planning – Proactively reducing tax liability through structured planning, deductions optimization, and entity restructuring.
• Business Growth & Succession Planning – Whether you're expanding, acquiring, or planning for succession, we provide insights and strategies to secure your business's future.
• Fractional CFO & Controller Services – Gain access to high-level financial insights without the cost of a full-time CFO. We provide ongoing analysis, forecasting, and strategy development to help your business grow.



01

Base Level Business Advisory Services

What You Get (Base Level):

• Includes all tax return prep services above
• Routine business consultations and periodic business reviews.
• Interfacing with lenders, attorneys, and financial planners.
• Add-on services for Accounting services (bookkeeping), payroll processing, and financial statement analysis.

Who It’s For:

• Small to Medium-Sized Businesses: Owners who need regular guidance to optimize operations and financial management but don’t require advanced financial analysis or in-depth strategic planning.
• Growing Businesses: Companies looking to streamline processes, improve financial reporting, and ensure compliance while preparing for future growth.
• Business Owners Seeking Support: Ideal for those who need help interfacing with external professionals (e.g., lenders, attorneys) and want routine check-ins to stay on track.

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Advanced Level Business Advisory Services

What You Get (Advanced Level):

• Includes all base level services plus:
• Fractional controller services (monitoring third-party bookkeeping).
• Advanced financial analysis, cash flow management, and budgeting.
• Succession planning and strategic planning.
• Add-on services for Accounting services (bookkeeping), payroll processing.

Who It’s For:

• Established Businesses: Companies with more complex financial needs, such as advanced cash flow management, budgeting, and forecasting.
• Businesses Preparing for Major Transitions: Ideal for owners planning for succession, exit strategies, or significant growth initiatives.
• Businesses with In-House Bookkeeping: Owners who need a fractional controller to oversee and analyze their financial data for better decision-making.
• High-Growth Companies: Businesses that require advanced financial insights and strategic planning to scale effectively.