Small and Medium Size Business Advisory
Holistic Approach for Starting, Growing, and staying economically Compliant with Your Business
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
Key Services & Solutions
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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.
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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.
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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.
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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.
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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.
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Payroll Services
Utilizing QuickBooks, Gusto, or in-house Payroll platforms, we help you simplify the process of paying yourself and your employees.
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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.
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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
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QuickBooks Online
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Business Tax Return Preparation
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Personal Tax Return Preparation
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IRS Audit Support
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FinCEN BOI Reporting and Updates Included
Enhanced
Starting at $150/month*
Included Services
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QuickBooks Online
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Business Tax Return Preparation
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Personal Tax Return Preparation
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Payroll Services
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IRS Audit Support
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One Free Tax Planning Strategy (annual)
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FinCEN BOI Reporting & Updates Included
Professional
Starting at $300/month*
Included Services
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QuickBooks Online
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Business Tax Return Preparation
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Personal & Immediate Family Returns Preparation
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Payroll Services
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IRS Audit Support
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Free Tax Planning Sessions (Quarterly) & Unlimited Tax Strategies simulations
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2x+ Guaranteed Tax Strategies Savings in excess of Professional fees paid every year
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FinCEN BOI Reporting & Updates Included
CFO Advisory
Please Contact for Proposal
Included Services
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Full Accounting Solution: QuickBooks, Xero, or Oracle NetSuite ERP
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Business Tax Return Preparation
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Personal & Immediate Family Returns Preparation
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Full Payroll Services
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IRS Audit & Representation Support
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Free Tax Planning Sessions (Quarterly) & Unlimited Tax Strategies simulations
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2x+ Guaranteed Tax Strategies Savings in excess of Professional fees paid every year
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Financial & Operational Advisory support throughout the year.
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3-Year Strategic Plan with Customer, Market and Business Intelligence analysis. Annual updates and senior management off-sites.
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FinCEN BOI Reporting & Updates Included