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Our Services

Small business Tax & Accounting

Tax Preparation & Planning

  • LLC, Partnership, S-corporation, and C-corporation income tax preparation

  • Strategic business and income tax planning

  • State and local tax services

  • International tax guidance

  • Payroll tax preparation and filing

Small business Tax & Accounting

Business Advisory

  • Fractional CFO services

  • Merger and acquisition guidance

  • Financial analysis and forecasting

  • Succession planning

  • Cash flow analysis

Financial planning & Family office Advisors

  • Net Worth And Cash Flow Analysis

  • Retirement Income Planning

  • Estate, tax, and financial planning

  • Insurance Review And Analysis

  • Charitable Gifting Strategies

  • Tax domicile planning              

  • Financing, collateral, covenant issues, and risk management review

Small business Tax & Accounting

Accounting Services

  • Fully outsourced Bookkeeping services

  • Monthly or quarterly bookkeeping reviews

  • Payroll processing and bill pay service

  • Bank account reconciliation

  • Loan and debt reconciliation

Personal tax

  • US tax resident & Non-resident tax filing

  • Tax estimate planning

  • Multi-State tax compliance

  • Stock compensation review

  • Foreign bank and financial Account compliance

  • Foreign income reporting

  • Cryptocurrency reporting

Wealth Management

  • Investment Fee And Risk Review

  • Portfolio Management And Monitoring

  • Access To Private Investment Offerings

  • Tax-Sensitive Investment Strategies

  • Investment Fee And Risk Review

  • Portfolio Management And Monitoring

  • Access To Private Investment Offerings

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