Services
Bookkeeping
Keeping accurate and up-to-date books is the foundation of tax planning, staying compliant, and reducing audit risk. We serve as your outsourced accountant and allow you to focus on growing your business. Having a CPA prepare your books ensures the highest quality of service. Additionally, as a Quickbooks Certified Pro Advisor, you can be confident that your books are being handled with the latest technology and integrations. Payroll
We provide payroll services for your officers, owners, and employees. We handle everything from initial setup, running the payroll, making tax deposits, and filing the necessary reports. Your reasonable salary computation will also be handled in order to ensure maximum savings on self-employment taxes and audit risk avoidance.Tax Preparation
We will prepare your business and personal tax returns. Due to our outsourced accounting model, all of the coordination fatigue of dealing with the bookkeeper, the payroll processor, and tax preparer is eliminated. Also, due to our pro-active tax planning approach, you can be confident that your taxes will be kept to the legal minimum.Tax Planning
Does your current CPA give you pro-active tax planning advice or just enter numbers on a tax return? Mitigating taxes is best accomplished through comprehensive tax planning. We will write a tax plan tailored to your situation, help you implement it, and meet quarterly to review it.Wealth & Retirement Planning
Whether it’s optimizing retirement plan contributions, providing real estate investment strategies, Roth IRA conversions, or cost segregations, you can be confident that we will provide strategies to ensure you are building wealth and saving for retirement.