Our Services
Comprehensive financial solutions, all in one place.
Integrated accounting, proactive tax strategies and personalized wealth advisory services for individuals, families and business owners.
Services for
Individuals & Families
13 services across tax, planning and investing & retirement income.
Tax
Personal Tax Planning & Preparation
Proactive planning and precise preparation that minimize your liability while keeping you fully compliant.
IRS Problem Resolution
We help you resolve your IRS tax problem and fend off garnishments, levies and seizures, from installment agreements to offers in compromise.
Cryptocurrency Tax
Accounting and tax preparation for crypto activity: compliance with regulations, accurate record-keeping and efficient tax filing.
International Taxation
International taxation and accounting for foreign companies establishing a US presence, from state registration to M&A or exit.
Planning
Focused Financial Plan
A plan that aligns your monthly budget, income and investment goals, with projections based on your risk tolerance and time horizon.
Financial Wellness Checkup
A review and update of your existing financial plan (budget, investments and tax strategy), plus a second opinion on your portfolio.
Retirement Planning
From IRAs and 401(k)s to pension analysis and Social Security optimization, whether you’re decades away or already retired.
College Planning
529 plans and financial aid strategies that balance your goals, budget and tax advantages.
Estate Planning
Wills and trusts, charitable giving and wealth transfer, coordinated with your legal advisors.
Investing & Retirement Income
Investment Management
Personalized strategies grounded in long-term thinking, tax efficiency and ongoing performance reviews.
Option Enhanced Portfolios
Option strategies that combine income enhancement, growth potential and downside protection.
IRA Advisory Services
Choosing the right IRA, setting yearly contribution targets and planning the most beneficial approach to withdrawals.
Retirement Spending
Withdrawal strategies and tax-efficient distributions that make your savings last.
Services for
Business Owners
18 services across tax, accounting, advisory and starting & closing a business.
Tax
IRS Problem Resolution
We help you resolve your IRS tax problem and fend off garnishments, levies and seizures, from installment agreements to offers in compromise.
Cryptocurrency Tax
Accounting and tax preparation for crypto activity: compliance with regulations, accurate record-keeping and efficient tax filing.
International Taxation
International taxation and accounting for foreign companies establishing a US presence, from state registration to M&A or exit.
Business Tax Planning & Preparation
Year-round planning and preparation that keep your business compliant and reduce your tax liability.
Nonprofit Accounting & Tax
Audit, attest and tax services for nonprofits, from foundations and faith-based organizations to schools and associations.
Accounting
Monthly Accounting
Reconciliations, financial statements and reporting that keep your books clean, compliant and insightful.
Bookkeeping
Timely, accurate bookkeeping that saves you time, money and distractions, so you can focus on running your business.
Payroll
Customized electronic payroll, so you never have to worry about keeping up with tax law or reporting requirements again.
Outsourced CFO
CFO-level talent part-time or on a project basis, with more flexibility and lower cost than a full-time hire.
Audit
Audits for privately held companies only, plus reviews, compilations and agreed-upon procedures.
Advisory
Business Consulting
Strategic insight grounded in real-world experience, to improve profitability and align your finances with your long-term goals.
Business Planning
Budgeting, forecasting and cash flow analysis, from startup strategies to expansion models.
Business Valuation
Valuations for exit planning, buy/sell agreements, disputes, M&A, financing, litigation, and gift and estate tax planning.
Risk Management
Internal controls, insurance reviews and contingency planning to protect your assets, income and reputation.
Benefit Plans
Help weighing the costs and benefits of pension, profit-sharing and employee benefit plans, from 401(k)s to health insurance, plus plan audits.
Succession Planning
Valuation, tax implications and ownership transfer, for a smooth, financially sound exit.
Starting & Closing a Business
Business Formation
Choosing the right entity for taxes and personal liability, then the agreements and state filings to get off to the right start.
Dissolving a Business
Winding down a business properly: tax requirements, state dissolution filings and a fair split of assets and liabilities.
Your Next Step
Let’s plan your next chapter.
Schedule a consultation to discuss your goals, tax needs or business plans.