Services

“Because the purpose of business is to create a customer, the business enterprise has two and only two basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs.” – Peter Drucker”

What’s your business model? Great, fast, inexpensive…something has to give. This is the age of value creation where unrivaled assets differentiate your business. Everyone can sell what you sell, but only you can sell it in a way that makes it valuable to your customers.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Bookkeeping

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Business Services

We put you on a predictable cost path to lower your risks and provide effective outcomes in mundane business operational tasks such as payroll, bookkeeping, and tax compliance.

  • Accounting, bookkeeping and Financial Reporting
  • Payroll Administration
  • Human Resource Management
  • Outsourced CFO functions
  • Tax Advisory, Representation & Compliance

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Corporate Services

We help set up and grow your business.  We provide you with guidance on how to operate it.  We provide knowledge and technology transfer training for peace of mind.

  • ​Setting Up a Company
  • Nominee Services
  • Corporate Secretarial Support
  • Visa and Immigration Support
  • Business Licenses

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Strategy & Management Consulting

We help identify and realize your value proposition for your clients.

  • Vision, Mission, Virtues, Guiding Principles
  • Organizational Culture
  • Value Discipline
  • Bylaws & Constitution
  • Planning & Operationalizing
  • Financing & Investing

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!