Business Client Services

Compliance

Compliance

Compliance

Income Taxes: Personal, Business, and Corporate
State & Local Tax Compliance & Reporting
Legally Required Corporate Documentation
IRS Major Case Tax Resolution
Individual & Business Lien. Levy Resolution
Tax Payment & Settlement Plans

Management

Compliance

Compliance

Bookkeeping: manage daily transactions
Payroll: Management of payroll and related taxes
e-Services: System set-up, data conversion & related operating procedures.
Systems: Integration with platforms for financial reporting, including sales, AR collection, AP management.

PLANNING

CORPORATE Advisory

CORPORATE Advisory

Personal Tax: Intelligent analysis combined with proactive strategies ensure the most favorable legal tax position.
Payroll: Key Personnel budgeting & position forecasting.
Entity: Tax Planning & ownership structure
Planning: Reporting and advice to support growth.

CORPORATE Advisory

CORPORATE Advisory

CORPORATE Advisory

Capital Fundraising: Advice on seeking equity to help grow your business, and introductions to commercial lending institutions.
Business Purchase/Sales: Due diligence services, and pre-sale analytics.
Reporting: Timely, accurate financial reports that enable clients to make informed decisions & achieve their goals.