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Services

 
 

TAX RETURNS

Our associates provide tax return preparation services for personal and corporate returns. We are now filing free extensions for new clients who engage us to prepare their tax returns. New tax return filing deadlines were set by the IRS for this year. For more details, check out our blog post.


OUTSOURCED SOLUTIONS

We are also your outsourced management solution for performing operational tasks like bookkeeping, running payroll, and remitting tax payments. We provide the most equitable solution for ensuring that the job gets done.


METHODS

Our firm specializes in cloud-based accounting, which uses softwares like QuickBooks Online or Xero to manage your bookkeeping. We also can help you reorganize by providing advice on how to implement the best processes and procedures for your unique operational needs. 

We also employ tools like Dropbox and Google Docs for organizing all of your data and will work with your team to decide the optimal workflow to streamline your systems. We can also help you integrate your inventory management system or point of sale system with your accounting system of choice.

consulting

Our associates provide financial consulting services to help businesses and non-profits make their grand entrance, and even make their grand exits, by carefully overseeing the startup logistics and even exit strategy execution. Not only do we give advice on the best strategies, considering legal and tax implications, but we also can do the legwork to execute the tasks.

For businesses, we handle proper corporate organization formation and annual compliance, which is essential to achieving limited liability protection. We can also help structure debt or investor financing packages for your fundraising efforts, and can augment organic growth by helping to structure synergistic business acquisitions, paving the way for building a substantial company. If you decide to sell the business or go public, we can also position the business for the best exit strategy, in order to maximize the value of your business.

For nonprofits, your mission becomes our mission. We know the ins-and-outs of acquiring 501(c)(3) status and our specialists will gain the needed IRS approvals, carrying you forward with advice on administrative guidelines to ensure that your tax exempt status is maintained. Furthermore, our associates navigate the rigorous annual IRS reporting requirements, and can produce special reports for grant proposals or board review.