Business accounting and taxes
Having an in-house accountant is an asset usually reserved for larger companies. However, we provide accounting and tax services so you can have the expertise of a Chief Financial Officer at your fingertips. We work with you to understand your business's costs, revenue, and cash flow so we can maximize profitability and growth.
Business structuring and planning
Correctly structuring and planning for your business can lead to thousands of extra in profit per year. We measure your business's performance, lower tax implications, and plan for the future in order to maximize your hard work. Whether your business is just starting up, getting pitched to investors, or ready to be sold, we're here to help.
Employee payroll & benefits
Hiring your first employees means your business is growing. However, payroll taxes and benefit planning are difficult and can get in the way of running your business. We streamline this process so you can continue to grow your business and retain key employees without having to worry about complicated tax forms and paperwork.
Personal state & federal taxes
Do you need to file state and federal taxes, catch up on back taxes, or tax plan for the future? We can help get your taxes done right and find the biggest savings for you.
Budgeting & personal finance
Student loans, credit card debt, car payments, and home loans can be difficult to manage, especially considering other bills and necessities on top of that. We help determine a budget and payment plan that is right for you so you can have peace of mind knowing your personal finances are in order.
Investments, retirement, & estate planning
Our goal is to minimize the taxes you pay on your investments, plan for the retirement you deserve, and maximize the wealth you pass onto your loved ones through your estate. We'll work closely with you to determine personalized strategies that are best for you and your family.