Guiding client paths to Successful Endeavors with Accurate Outcomes.

Services

Client service is that target, not just what is delivered but how it's delivered. The following services outline basic service offerings that will be tailored to fit your needs. Need help but don’t know where to start?

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Services > Business

Your value in your business is effective operations. Invest in your business with insights that will start you on the right path and assist your navigation year after year.

Entity Selection and Setup
Transaction Advisement
Tax Planning and Preparation

Tax returns summarize the year. With proper planning, you know what happened and are focused on delivering for the next year rather than worrying about the past.

Tax Audits & Controversies

Audit Protection Coverages

Audit Management and Representation

Bookkeeping

Tailored to fit approaches, periodic bank reconciliation, month-end close processes, timely sales tax filings, and financial statement preparation. Insights such as goal setting and tracking keep your business on the path.

Support Services

Software selection and implementation, staff training, and consulting engagements.

Business

Individual

Services > Individual

Tax returns are filed once a year, but they encompass all transactions in a given year. Professional advice provides the path to desired outcomes. Covers all US and some cross-border activities. Working with your financial planners, legal professionals, and/or other advisers ensures a complete package.