Financial Services Designed for Success
Accounting
Our dedicated team offers comprehensive solutions tailored to meet your financial needs. From meticulous bookkeeping and accurate tax preparation to strategic financial planning and advisory services, we ensure your financial health is optimized at every step. With a commitment to accuracy, compliance, and client satisfaction, we are your trusted partner in navigating the complexities of finance.
What we offer:
Monthly Bookkeeping
Bank Reconciliations
Processing of Transactions by Classes or Funds
Financial Reports
Attestation
Whether you require audits, reviews, or compilations, our experienced professionals ensure compliance with regulatory standards and enhance transparency for stakeholders. With meticulous attention to detail and a commitment to integrity, we deliver thorough examination and reporting tailored to meet your specific needs.
What we offer:
Audits of Financial Statements
Agreed Upon Procedures (AUP Reports)
Revisions & Examinations
Tax Compliance
From accurate preparation and timely filing of tax returns to proactive tax planning strategies, our expert team navigates complex tax laws to optimize your tax position and minimize liabilities. With a focus on accuracy, efficiency, and strategic insights, we help you stay compliant while maximizing tax savings opportunities.
What we offer:
Personal Tax Returns
Corporate and Business Tax Returns
Sales & Use Tax
Inheritances and Donations
Act 60
Financial Statements
Our experienced team meticulously prepares balance sheets, income statements, and cash flow statements that accurately reflect your financial performance. Whether for internal decision-making, investor relations, or regulatory compliance, our detailed analysis and professional expertise ensure transparency and clarity.
What we offer:
Compilation Engagements
Preparation Engagements
Financial Forecasts and Projections
Payroll
Our payroll services ensure seamless management of your workforce's compensation needs. From calculating wages and deductions to processing payments and compliance reporting, our dedicated team handles every aspect of payroll with precision and efficiency. With a focus on accuracy and timeliness, we ensure your employees are paid correctly and on time, allowing you to focus on growing your business. Trust us to streamline your payroll processes while maintaining compliance with tax regulations and labor laws, enhancing employee satisfaction and operational efficiency.
What we offer:
Payroll Processing and Management
Quarterly Returns
Forms W-2’s & 480’s
Business
Consulting
Our business consulting services are tailored to drive your organization's success. Whether you're seeking to enhance operational efficiency, navigate growth strategies, or optimize financial performance, our expert consultants offer strategic insights and actionable solutions. From market analysis and financial planning to organizational development and risk management, we collaborate closely with you to uncover opportunities and overcome challenges.
What we offer:
Advisory Services
Legal Entity Creation and Registration
Business Licenses and Permits
Level Up Your Finances
Ditch the spreadsheets and unlock a world of financial clarity, growth, and peace of mind.
Expert
Guidance
Tailored
Solutions
Advanced
Technologies
Transparent
Communication
Got Questions?
We've Got Answers
No financial question is too big or too small.
Find answers to everything you've been wondering about us.
A CPA can have a significant impact on your business by providing expert financial guidance and support. With their in-depth knowledge of accounting principles and tax regulations, a CPA can help you make informed decisions that optimize your financial performance. They can assist in creating and implementing financial strategies tailored to your business goals, ensuring compliance with relevant laws and regulations. Additionally, a CPA can offer valuable insights into cost-saving opportunities, tax planning strategies, and financial forecasting to help you achieve long-term success and growth.
Accounting, often called the "language of business", is extremely important to any company because the financial information allows executives to make informed business decisions that help those companies become more successful. It provides decision-makers information about recent financial activity, as well as information and recommendations useful for forecasting future events.
Outsourcing bookkeeping services can offer several benefits, like: Cost savings, Expertise and accuracy, Focus on core business activities, Scalability, Access to technology and resources.
Proper tax planning helps ensure that tax obligations are met on time and accurately, reducing the risk of penalties or interest charges. Staying up to date with changing tax laws and regulations is crucial to avoid potential legal issues or audits.
LLC, Corporation)?
The tax implications vary based on different factors but generally are:
Sole Proprietorship: In a sole proprietorship, the business owner and the business are
considered the same entity for tax purposes. The owner reports business income and
expenses on their personal tax return and pays taxes at the individual income tax rate.
They are also responsible for self-employment taxes.
Limited Liability Company (LLC): An LLC offers flexibility in tax treatment, allowing
members to choose between being taxed as a partnership, corporation, or sole
proprietorship. In general, LLC owners report business income and expenses on their
personal tax returns but may also be subject to self-employment taxes.
Corporation: A corporation is a separate legal entity from its owners, which means it
pays taxes on its profits at the corporate tax rate. Shareholders then pay taxes on any
dividends received. This structure may offer certain tax advantages, such as lower tax
rates for retained earnings, but may also result in double taxation if dividends are
distributed to shareholders.
It is important to consult with a CPA to understand the specific tax implications of each
business structure based on your individual circumstances.
