Our Services
We provide a wide range of services to individuals, and businesses, in an array of industries. Each client's specific needs are built in to a unique plan tailored to help plan for the future, while achieving targeted goals in an ever-changing financial environment.
Tax Resolution Services
Dealing with IRS issues can feel daunting. Our team can provide you with expert representation for audits, assist in resolving outstanding back taxes, and offer guidance on a range of concerns such as liens, levies, wage garnishment, seizures, and payment plans.
Growth & Exit Strategy
Our mission is to support your business expansion. With an array of tools at our disposal, we can effectively gauge and enhance your worth. In the end, we will evaluate the viability of your exit strategy and guide you towards achieving it.
Business Accounting
Our expertise lies in providing accounting solutions tailored for small businesses. Whether you require bookkeeping services, payroll solutions, or part-time CFO services, we have the knowledge and experience to steer your business towards success.
Business Advisory
Our team is dedicated to assisting you in developing a comprehensive strategic plan that will bring clarity to your company's objectives and propel it to new heights. We offer our expertise in cash flow management, bank financing, financial and succession planning to help you achieve your goals.
Tax Preparation & Filing
We cater to both individuals and businesses, providing expert assistance with planning, preparation, and filing, all in strict adherence to the ever-evolving tax laws and regulations. Our inclusive tax services are designed to optimize deductions and credit opportunities, ensuring maximum benefits for upcoming returns.
Estate & Trust Tax Services
Preparing income tax returns for trusts and estates can be complex and confusing. We have the experience you need in all aspects of trust and estate administration, including the tax and accounting issues unique to trusts and estates.
Powered by Levitate | Privacy Policy