


Our services
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.