Tax
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Business, Individual, Non-Profit, Estate/Trust and more.
Accounting
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Client accounting services are extremely customizable. Services can be offered individually or bundled.
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QuickBooks Set-Up
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Monthly/Quarterly/Annual Accounting
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Payroll
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Accounts Payable/Receivable
Advisory
Custom advisory packages available including:
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Business Best Practice:
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Entity Selection​
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Operations and Documentation
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Rental Property Optimization
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Cash Flow Management​
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Tax Planning
International Tax
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Inbound and outbound services for Businesses and Individuals:
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International tax planning, structuring and compliance
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Expatriate and foreign individual tax compliance
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Foreign tax credit planning
IRS and State Audit/Notice Resolution
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Serve as communication proxy with government agents
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Review and organize documents requested
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Identify red flags that may lead to future audits
Not-For-Profit
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Tax return preparation
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Application for Recognition of Exemption
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Streamlined retroactive reinstatements
