Services

Tax Planning & Compliance

• Individual & business returns (1040, 1120, 1120S, 1065)
• Multi-state & international coordination
• Quarterly estimates & safe harbor monitoring
• IRS & state notice response, audit support

Accounting & Bookkeeping

• Monthly close: reconciliations, AP/AR, accruals
• Payroll setup & review
• Sales tax nexus & filings
• KPI dashboards & management reporting

Assurance

• Financial Statements Audit
• Compilation & review engagements
• Financial statements prepared under GAAP
• Lender/board reporting packages

Fractional CFO

• Budgeting, forecasting, scenario modeling
• Board decks & investor updates
• Pricing, margin, & cash flow optimization