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Small and Medium Size Business Advisory

Holistic Approach for Starting, Growing, and staying economically Compliant with Your Business

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Our Credentials

Top-20 MBA - Master of Business Administration Graduates

Certified Public Accountant (CPA) candidate - pending licensing 

Registered IRS Tax Preparation with taxpayer Representation rights during audits and examinations

American Institute of Certified Public Accountants (AICPA) Membership

Non-Profit Form 990 Specialty

Harvard Business School Financial Technology program

SAP ERP Certified Trainer

 

Experience

Over 300 filed business tax returns with no triggered audits or examinations

Experience representing businesses in front of IRS Revenue Agents/Officers to correct and settle outstanding business tax cases

Years of CFO Advisory experiencing supporting corporate and federal agencies

Experience representing businesses with state tax officers and collection procedures

Several large SAP ERP deployments with accounting reconciliations, data cleansing and migration, and standardization of business processes in compliance with regulations

Hundreds of payroll, bookkeeping, and business start-up engagements

Complex 1031 Like Exchanges, Cost Segregation 3115 processing, depreciation corrections of rental portfolios

Multi-entity tax planning and tax strategies for estate planning, business transfers, liquidation, and ownership changes

 

 

small business growth

Key Services & Solutions

  • Tax Planning

    Tax planning is our cornerstone services offering various models of tax strategies and planning. Leveraging technology, we help forecast, minimize, and optimize your tax situations for years to come. We guarantee at least a 2x return on your investment utilizing our tax planning process or your money back.

  • Business Tax Preparation

    We help you stay compliant with the regulators while optimizing your business structure and industry specific deductions and tax laws. As a business tax client, we will also prepare your personal tax returns and, when appropriate, the returns of your immediate family members. We will also help you stay on top of FinCen's BOI reporting requirements.

  • IRS Audits & Representation

    In case of audits or examinations, we're licensed to practice and represent your case at IRS, State and other regulatory agencies.

  • Complex Tax Strategies

    Whether it's a 1031-Exchange, 3115-Cost Segregation, or complex real-estate portfolios let us do what we do best - do it right. 

     

     

     

     

  • CFO & Financial Advisory

    Many growing businesses find themselves unable to properly and skillfully manage their business finances. Our CFO advisory services can step in and outsource your finance, accounting, payroll, tax, and business intelligence reporting services to allow you to focus on your core business.

  • Payroll Services

    Utilizing QuickBooks, Gusto, or in-house Payroll platforms, we help you simplify the process of paying yourself and your employees.

  • Bookkeeping Guidance

    We help you with the set-up and provide you with tools for your business financial health utilizing QuickBooks Online, Xero, or custom bookkeeping platforms. 

  • Business Start-Up

    We help you get it right from day 1. Starting with setting up the most appropriate structure to navigating you through the most efficient and effective structure for your dream business.

Packages that Grow with your Business

*Pricing below is based Business Annual Revenue between $0 and $500,000 (annual)

Basic

Starting at $100/month*

Included Services

  • QuickBooks Online

  • Business Tax Return Preparation

  • Personal Tax Return Preparation
  • IRS Audit Support
  • FinCEN BOI Reporting and Updates Included
Become a Basic Client

Enhanced

Starting at $150/month*

Included Services
  • QuickBooks Online
  • Business Tax Return Preparation
  • Personal Tax Return Preparation

  • Payroll Services

  • IRS Audit Support

  • One Free Tax Planning Strategy (annual)

  • FinCEN BOI Reporting & Updates Included

Become an Enhanced Client

Professional

Starting at $300/month*

Included Services
  • QuickBooks Online
  • Business Tax Return Preparation
  • Personal & Immediate Family Returns Preparation

  • Payroll Services

  • IRS Audit Support

  • Free Tax Planning Sessions (Quarterly) & Unlimited Tax Strategies simulations

  • 2x+ Guaranteed Tax Strategies Savings in excess of Professional fees paid every year

  • FinCEN BOI Reporting & Updates Included
Become a Professional Client

CFO Advisory

Please Contact for Proposal

Included Services
  • Full Accounting Solution: QuickBooks, Xero, or Oracle NetSuite ERP
  • Business Tax Return Preparation
  • Personal & Immediate Family Returns Preparation

  • Full Payroll Services

  • IRS Audit & Representation Support

  • Free Tax Planning Sessions (Quarterly) & Unlimited Tax Strategies simulations

  • 2x+ Guaranteed Tax Strategies Savings in excess of Professional fees paid every year

  • Financial & Operational Advisory support throughout the year.

  • 3-Year Strategic Plan with Customer, Market and Business Intelligence analysis. Annual updates and senior management off-sites. 
  • FinCEN BOI Reporting & Updates Included
Request CFO Outsourcing Proposal