Our Services

Comprehensive Financial Services

From tax preparation to strategic advisory, we provide end-to-end financial solutions tailored to your unique needs.

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Tax Services

Individual Tax Preparation

Complete 1040 preparation with itemized deductions, credits, and multi-state filing.

From $350Learn More →

Business Tax Filing

Corporate, S-Corp, LLC, and partnership returns with quarterly estimates.

From $800Learn More →

Tax Planning & Strategy

Year-round tax planning to minimize liability and maximize savings.

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IRS Representation

Audit defense, notice resolution, and penalty abatement services.

From $500Learn More →

State & Local Tax

Multi-state compliance, nexus analysis, and SALT optimization.

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Accounting Services

Bookkeeping

Monthly reconciliation, categorization, and financial reporting.

From $500/moLearn More →

Financial Statements

Compilation, review, and audit-ready financial statements.

From $1,200Learn More →

Payroll Processing

Full-service payroll, tax deposits, W-2s, and compliance.

From $200/moLearn More →

Accounts Management

Receivable/payable management, aging reports, and collections.

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Advisory Services

Business Consulting

Strategic planning, cash flow analysis, and growth strategies.

From $250/hrLearn More →

Financial Planning

Retirement planning, investment analysis, and wealth management.

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Entity Structuring

Business formation, restructuring, and succession planning.

From $1,500Learn More →

M&A Advisory

Due diligence, valuation, and transaction support.

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Compliance Services

Audit Support

Internal audit preparation, compliance testing, and documentation.

From $2,000Learn More →

Regulatory Compliance

State licensing, annual reports, and regulatory filings.

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Internal Controls

Control design, implementation, and testing services.

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Risk Assessment

Financial risk evaluation and mitigation strategies.

From $1,500Learn More →

Not Sure Which Services You Need?

Schedule a free consultation and we'll create a customized service plan for you.

Schedule Free Consultation