Services

Tax planning & preparation for all entities including but not limited to: Individuals, Farms, Businesses, Corporations, Partnerships along with Estates & Trusts.

Payroll, bookkeeping, cashflow & forecasting.  IRS representation, financial projects & forecasts along with financial statement preparation and compliance.  Specialization with Quickbooks.

Entity selection & restructuring.  Software training.

• Tax compliance and financial reporting.

• Management reporting.

• Virtual chief financial officer (CFO)

• Asset protection.

• Structuring and management of advisory boards.

• Financial modeling and forecasting.

• Formulating exit strategies and succession planning.