Services
What I do
Bookkeeping Services
Outsourced bookkeeping
Outsourced bookkeeping services involve hiring an external company to manage your business’s financial records and transactions. This practice offers several advantages, including reduced overhead costs and the ability to focus on core business activities. Outsourced bookkeeping services provide expertise and specialized knowledge on financial management, ensuring accurate bookkeeping, and timely reporting.
Compilations
The goal of bookkeeping compilations is to provide accurate and reliable financial information that can be used for decision-making, financial planning, and compliance with regulations. This process is typically performed by a bookkeeper or an accounting team using specialized software and tools. Some of the tasks involved in bookkeeping compilations include reconciling bank statements, generating financial statements, and preparing tax returns. Accurate bookkeeping compilations are critical for ensuring the financial stability and success of a business or organization.
Tax Services
Individual Tax Services
Individual tax services refer to the range of tax preparation, planning, and advisory services that help taxpayers comply with their tax obligations and maximize their tax savings. These services often include preparing and filing tax returns, advising on tax planning strategies, and representing clients in tax disputes with the IRS.
Corporate & Partnership Tax Services
Corporate and partnership tax services involve assisting businesses in managing and preparing tax returns, minimizing tax liabilities through lawful strategies, and staying compliant with relevant tax laws and regulations.
Estate & Trust Tax Services
Estate and trust tax services provide guidance and assistance in the tax planning, compliance, and reporting obligations related to the transfer of assets and inheritance through estates and trusts.
Financial Advisory
Mergers & Acquisitions
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Financial Crisis
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