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Learn More About Our Services

Tax Preparation Services

Tax Planning & Preparation

Tax planning is an essential element of the tax preparation process. We prefer to take a proactive vs reactive approach to tax planning. By making tax planning part of your overall business strategy, and keeping current on the new developments in the tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Personal & Business Tax planning 
  • Tax Preparation for Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations - International Taxation - Sales Tax
  • Specialization in Tax Resolutions, Liens, Garnishments, and Settlements
  • Federal & State Taxing Authority Representation
  • Tax effects of starting/buying/selling a business
  • Tax effects of buying/selling/leasing real estate
  • Tax effects of Retirement Withdrawals

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Our Tax Advisors are Tax Strategist, and can assist you with the most complex tax issues you may have.  Contact us for a free consultation and evaluation so that we can ensure that you have a pleasant experience with your tax filings.    




Accounting Services

Accounting & Bookkeeping

Owning a business, staying in compliance and having time to properly keep up with and track your business finances can be time consuming, overwhelming and frustrating attempting to make the numbers add up correctly.  Leave that to the numbers specialist.  We make sure that no deductions are missed.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently and is the foundation of a successful business.  Providing financial information to our business clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Our firm provides a full range of cost effective accounting and bookkeeping services including the following:

  • Bookkeeping system setup on Quickbooks Online 
  • Creating Chart of Accounts
  • Bookkeeping (Monthly/Quarterly/Annual)
  • General ledger & financial statement preparation
  • Computerized payroll services
  • Quarterly Payroll Filings and Estimated Taxes
  • W2 & 1099 Preparation
  • Business tax return preparation 
  • Personal tax return preparation
  • Forensic Accounting
  • Auditing and Review Services

Contact us for a Free Consultation regarding your Business Accounting needs to ensure there aren't any missed tax deductions.




Financial Services

Financial Advising & Consulting

Financial Wellness is a holistic term that encompasses your relationship with money and how it impacts every facet of your life.  It's not just about how much you earn, or the size of your savings accounts, financial wellness is about understanding and managing your financial situation effectively and making informed decisions that align with your personal goals and values.  Achieving financial wellness means you're not constantly stressed about money.  Instead, you have a clear understanding and a sound plan for managing it.  By understanding and striving for financial wellness, you make a commitment to your overall wellbeing that can bring a more balanced and fulfilling life.  When you know you're in control of your finances, you can find a sense of security and peace.  Being financially healthy is a goal that many people strive for but have a hard time achieving.  There is a misconception that to be financially healthy, you must first be financially wealthy.  That is far from the truth.  

Finding the right Advisor or enough online content to answer your financial questions is overwhelming, time consuming and frustrating to say the least.  Modern life has become increasingly complex....There's too much information to be an expert at everything, there is more to do than time available to get it all done, the more we try to accomplish the less time we have for connecting to our primary relationships, and technology promised to free our time, but instead it feels like another thing added to an already over-busy to-do list.  The sense of frustration has become epidemic, and nowhere are these problems prevalent than with personal and business finances.  Building wealth is a confusing, complex, big elephant to swallow.  Your Financial Consultant helps you realize a more fulfilling and harmonious life, faster and easier and provides a competitive advantage by leveraging your time with specialized financial expertise that cuts through the clutter, confusion and contradictory information by advising you only on what is relevant to you - efficiently, and with a minimum of hassle.  When you leverage your Financial Consultant's expertise you bridge the gap between information overload and effective action so that you can convert all the work you are already doing into meaningful results. It's a smart business strategy that produces greater financial success with less effort.  

Contact us for a free consultation and evaluation of your finances and goals so that we can work together to create your customized wealth plan.  





Other Services

Business Advising & Consulting

If you have a business idea in mind and you're looking for reassurance whether starting your own business is a wise move, you may want to know what the benefits of owning a business are so you can decide if it's worth the risk.  Starting a business can be challenging and intimidating, which makes most people reluctant to starting a business.  There are certainly risks involved, responsibilities, duties and even disadvantages of being your own boss, but the benefits to owning your own business are many, including the ability to follow your passion and be your own boss, flexibility in your work schedule, independence, tax advantages, opportunity to innovate, opportunity to gain and be in control of your own destiny, and unlimited growth and earning potential.  In general, it's safe to draw a conclusion that the benefits of owning a business mainly revolve around the freedom to do what you want, both professionally and privately and for most people, the rewards of running a business far outweigh the difficulties, especially when you have a Business Advisor leading and guiding you to success.      

The Four Types of Business Ownership Models:

  • Sole Proprietorship: In a sole proprietorship, a person owns an incorporated business by themselves
  • Partnership: In a partnership, two or more people own the business and share the profits; partnerships don't have to be equal in ownership
  • Corporation: There are two different types of Corporations (S & C Corps), sometimes referred to as a "legal person", a corporation is a legal entity that's both distinct and separate from its owners; a group vested individuals known as shareholders run corporations.  
  • Limited Liability Company (LLC): An LLC is a business structure that protects owners from personal responsibility involving liabilities and debts; owners of an LLC are referred to as members.  

There are many rules and tax advantages to each business type, but we assist you with choosing the right business structure for your business based on your goals.  

Our firm provides a full range for business services which include but are not limited to:

  • Business Advising: Selecting the best structure
  • Business Organization
  • Business Taxation & Finances
  • Business Filings and Renewals
  • Business Management Services





Send Us a Message

We would love to hear from you!

954-796-0186 Fax: 954-796-0188

Get clarity on your tax and accounting situation