Tax Services

Tax Preparation & Filing: Comprehensive tax return preparation for individuals and businesses ensures accuracy and maximizes potential deductions.

Tax Planning & Strategy: Proactive tax strategies are developed to reduce liabilities and align with your broader financial goals.

Business Tax Advisory: Expert guidance is provided to help businesses select the optimal entity structure, navigate mergers and acquisitions, and ensure tax compliance.

IRS Audit & Dispute Resolution: In the event of an audit or tax dispute, representation and strategic advice are offered to resolve matters efficiently and minimize financial exposure.

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Audit & Assurance Services

Financial Statement Audits: Thorough audits for businesses and non-profits ensure compliance with accounting standards, providing confidence in financial reporting.

Internal Controls & Risk Management: Assessments of internal controls help businesses mitigate risks, prevent fraud, and ensure operational efficiency.

Agreed-Upon Procedures: Tailored reviews and agreed-upon procedures address specific client needs when a full audit is not required.

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Business Consulting Services

Strategic Planning & Growth: Identifying growth opportunities and creating actionable plans allows businesses to position themselves for future success.

Mergers & Acquisitions: From due diligence to valuation, expert advice ensures smooth transactions during mergers, acquisitions, and sales.

Succession & Exit Planning: Tailored succession and exit strategies allow business owners to transition smoothly while maximizing value and minimizing taxes.

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Bookkeeping & Accounting Services

Outsourced Bookkeeping: Daily financial transactions, record-keeping, and reconciliations are handled, giving you more time to focus on your business.

Financial Reporting: Monthly and annual financial statements provide critical insights into performance, cash flow, and profitability.

Cash Flow & Budgeting: Guidance on cash flow management and budgeting ensures businesses maintain financial stability while planning for future growth.

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Forensic Accounting & Fraud Prevention

Fraud Detection & Prevention: Forensic accounting techniques are used to uncover and prevent fraud, protecting business assets and minimizing financial losses.

Litigation Support: Expert financial analysis and testimony assist businesses in legal proceedings, strengthening their position in court.

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Non-Profit Services

Tax-Exempt Status & Compliance: Non-profit organizations are guided through the process of obtaining and maintaining tax-exempt status, ensuring regulatory compliance.

Form 990 Preparation & Filing: Accurate preparation of IRS Form 990 ensures transparency and compliance for non-profits, fostering trust with stakeholders.

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Payroll Services

Payroll Processing: Payroll is managed efficiently, ensuring employees are paid on time and that all tax withholdings and deductions are correctly handled.

Payroll Tax Compliance: Payroll tax filings are completed accurately, minimizing the risk of penalties and ensuring timely payments.

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Retirement & Estate Planning

Retirement Planning: Tax-efficient retirement plans, such as IRAs and 401(k)s, are developed to ensure long-term financial security.

Estate & Trust Planning: Estate planning services help clients navigate tax-efficient strategies for wealth transfer, ensuring the smooth passage of assets to future generations.

 

International Tax Services

Cross-Border Tax Advice: Strategic advice is provided on managing international tax issues, ensuring compliance with foreign income reporting and tax treaties.

Global Tax Compliance: Expertise in international tax filings, including FATCA, ensures that businesses and individuals remain compliant with global tax regulations.

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Corporate Governance & Internal Controls

Governance Consulting: Guidance on best practices for corporate governance ensures effective management and long-term business success.

Internal Controls Design: Custom-designed internal controls protect business assets, ensure regulatory compliance, and improve operational efficiency.