Virtual CFO Services
Our Virtual Chief Financial Officer services provide a comprehensive solution for small- and medium-sized organizations by offering tailored accounting and advisory services remotely on a part-time basis. There are no high salaries, employee benefits, or bonuses, and a growing company pays only for the work required for the size and complexity of their organization. We do all of the work of a financial executive for a fraction of the cost of an in-house CFO or Controller.
Business Tax Services
Our business tax services are designed to reduce the stress that income and payroll taxes can add to the management of small-and medium-sized organizations. We are equipped to prepare federal and state returns for corporations, partnerships, limited liability companies, and sole proprietorships. More importantly, we are ready to work with you throughout the year to ensure compliance and reduce your tax liability.
Business Services
Our startup services can help entrepreneurs navigate the full process of properly establishing a new company, and our review services can help established organizations clean up accounting records and improve ongoing accuracy and compliance. We can even train business owners and staff in basic bookkeeping and compliance. Our business plan services guide new and established businesses in the preparation of a fully-customized, comprehensive business plan.
Individual Tax Services
There is much more to taxes than simply entering data into tax preparation software. Our individual tax services focus on careful, accurate tax return preparation and proactive, comprehensive tax planning. As tax legislation and your personal financial situation change over time, we will work with you to ensure that you are prepared for what is to come.
Why Choose a CPA?
While many can offer bookkeeping and tax preparation, Certified Public Accountants must meet rigorous educational requirements and pass a comprehensive examination. We must then maintain and update our expertise through continuing education courses. Most importantly, CPAs are bound by a strict professional code of conduct. We are held to the highest standard of integrity, competence, and professionalism.
ITIN Services
If you or a family member need to file a U.S. tax return but do not have a Social Security number, our ITIN services can help you obtain an Individual Taxpayer Identification Number from the IRS. We are a Certifying Acceptance Agent, so we can authenticate your documents so that you do not need to mail originals with your application.
Interested in Discussing Our Services?
We would be happy to answer any questions you may have