Our Services
We offer a variety of services tailored to meet your exact needs.
File Taxes
- Federal and State tax returns
- Sales tax return
- Tax planning and forecasting
- International tax services
- Individual income tax return preparation
- Payroll Taxes compliance
Insurance Optimization
- Analysis of your current risk exposure
- Evaluate your existing insurance policies
- Develop new strategy and proposal for insurance optimization
- Create New Insurance Proposal
- Evaluate HSA Eligibility
- Insurance and Tax Savings Report
Tax Planning
- Planning, budgeting, and forecasting
- Technology implementation
- Business fundraising assistance
- Transaction and deal advisory
- Updates on tax law changes
- Quarterly follow up meetings
Retirement Planning
- Analysis of your income needs
- Evaluate your current savings and contributions
- Perform simulated stress tests to determine risks
- Determine the success probability of your current retirement plan
- Review distribution strategy
- Review and implement suggested adjustments
Contact us today to get a free consultation
Contact us today to learn more about how our accounting services can benefit your business. We look forward to hearing from you and helping you achieve financial success!