Services

Entity Selection & Formation – For Profit

Comprehensive business selection and formation solutions for LLCs, corporations, and partnerships to maximize financial and operational success. When you contract our firm to help you select the entity formation that best suits your business needs, as tax experts, we also assist you in structuring your business with the most effective tax strategy.

Non-Profit Entity Formation

Services offered anywhere from non-profit formations to assistance with drafting meeting minutes, our firm offers wide-variety of services that are valuable to non-profits. These services include, but are not limited to:

  • 501(c)3 Non-Profit Formation
  • Preparation and filing of non-profit tax returns: Federal Forms 990, 990-EZ, and 990-N
  • Corporate book assembly and maintenance (to keep your non-profit in compliance)
  • Consulting on best policy practices and assistance drafting policies
  • Managed Accounting Services: Bookkeeping, financial statement preparation, and payroll administration
  • Drafting employee contracts and PTO policies
  • Federal and state tax exempt reinstatement applications
  • Non-profit termination

Technology Implementation

Real-time financial data at your fingertips. Proper set-up, training, and ongoing support to increase productivity and automation.

Company Book Assembly & Maintenance

All Limited Liability Companies (LLCs), C Corporations, and Non-Profit Organizations are required to keep an up-to-date company or corporate book. This includes all legal documentation associated with the company, as well as minutes that are recorded either annually or on an as-needed basis.

Advising & Wealth Management

Personalized, client-centered strategy, advising, and auditing to navigate challenges and highlight opportunities.

Financial Statement Preparation

Financial Statement Preparation to help clients thrive in today’s competitive market. On either a monthly or quarterly service, your financials receive a periodic, professional CPA review to evaluate the financial state of your company. In addition to having confidence in the financial state of your business, this review allows early planning and implementation of tax strategies for your business.

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Dispute Resolution

Protecting, preparing, and resolving tax disputes using pre-transaction analysis and documentation. We can help you reduce your risk of audit.

Tax & Representation

Proactive tax strategy to maximize deductions, manage cash flow, and maintain compliance.

Strategic Planning

Our personal strategic life planning offers an in-depth look at your net worth, income streams, structure of your business/businesses, and tax plan. We work with you to determine business and personal goals, including a plan for retirement. If you are interested or have any questions, please let us know!

How can we help your business?

There's a better way. Let's find it!