Our
Solution

We provide a monthly accounting and tax solution that provides complete clarity and insight into your financial position in near real-time so you can achieve your business and personal goals.  
We provide a monthly accounting and tax solution that provides complete clarity and insight into your financial position in near real-time so you can achieve your business and personal goals.
 

Accounting

Our monthly plans help small businesses and nonprofit organizations stay organized and streamline their bookkeeping and accounting to provide accurate timely reporting throughout the year. This allows you to gain insight into running and growing your organization instead of spending time gathering documentation and updating your books.  Your accounting and bookkeeping system should provide visibility over the […]

Our monthly plans help small businesses and nonprofit organizations stay organized and streamline their bookkeeping and accounting to provide accurate timely reporting throughout the year. This allows you to gain insight into running and growing your organization instead of spending time gathering documentation and updating your books. 

Your accounting and bookkeeping system should provide visibility over the inputs and outputs that are driving your success. We analyze your business model and learn about your operations in order to customize a state-of-the-art accounting workflow to provide reliable reporting, streamline financial operations, ensure accuracy, and improve productivity. These workflows are designed to allow for scaling and growth without additional capital and internal resources. 

This lays the foundation for our outsourced accounting engagements, which allows us to produce accurate and timely monthly financial statements and other management reports for benchmarking and tax planning. Our outsourced accounting service is designed to replicate an in-house accounting department to provide visibility and valuable metrics.

Agreeing to prepare your taxes without touching anything else, is a disservice to you and your organization. Tax planning and business financial management require a holistic approach. 

Tax

We are dedicated to optimizing your tax plan while staying compliant with tax law. We gain a thorough understanding of your business in order to develop a wholistic tax strategy, which covers legal and tax structure, state and local nexus and registration, use of international subsidiaries, potential tax credits, and other tax planning tools.

Agreeing to prepare your taxes without touching anything else, is a disservice to you and your organization. Tax planning and business financial management require a holistic approach. 

Through a monthly plan, your tax strategy is monitored throughout the year then leveraged while preparing your tax returns. Our team of qualified CPAs proactively research and analyze how tax laws are changing and constantly updating clients’ strategies to optimize tax savings. We stress quality, accuracy, compliance, and efficiency, but most importantly we treat your tax plan as if it is our own.

Tax services include, but are not limited to:

  • Federal & State Corporation (Form 1120), S Corporation  (Form 1120-S), and Partnership (Form 1065) Tax Return Preparation & Filing 
  • Nonprofit/Tax-Exempt (Form 990) Tax Return Preparation & Filing 
  • Federal & State Individual (Form 1040) Tax Return Preparation & Filing for partners and shareholders
  • Sales and Use tax 
  • State and Local Nexus Study
  • Tax planning and analysis
  • 1099 Preparation & Filing
  • Form 8027 Preparation & Filing 
  • Federal, State, and Local Tax Account Registration
  • Addressing notices from federal, state, and local jurisdictions
  • Tax Audit Insurance

Advisory
&
CFO

Our Advisory practice is designed to meet the demands of various value-added projects that do not fall within the tax or accounting spectrum.

We aim to provide forward-thinking solutions and business insights to help you make better decisions about the future. We do this through: 

  • Forecasting 
  • Financial Statement Analysis 
  • Financial Statement Coaching 
  • Weekly/Biweekly Prime Cost Trend Analysis for Restaurants