Business Services

Tax Preparation and Filing:

• Preparation and filing of federal, state, and local business tax returns.

• Assistance with estimated tax payments for businesses.

Tax Planning:

• Strategic tax planning to minimize liabilities and maximize deductions.

• Year-round tax advice to optimize business financial decisions.

Bookkeeping and Accounting:

• Comprehensive bookkeeping services including accounts payable/receivable, payroll processing, and financial reporting.

• Monthly, quarterly, and annual financial statement preparation.

Audit and Assurance Services:

• Internal and external audit services.

• Financial statement audits, reviews, and compilations.

Payroll Services:

• Full-service payroll processing and compliance.

• Payroll tax filing and reporting.

Business Advisory Services:

• Business formation and structuring advice.

• Financial planning and analysis.

• Business valuation services.

Compliance and Regulatory Services:

• Assistance with regulatory compliance, including industry-specific regulations.

• Sarbanes-Oxley (SOX) compliance services.

CFO Services:

• Outsourced CFO services for financial strategy and management.

• Budgeting and forecasting.

Sales Tax Services:

• Sales tax compliance and filing.

• Sales tax audit defense and resolution.

Estate and Succession Planning:

• Estate planning for business owners.

• Succession planning and exit strategies.

Industry-Specific Services:

• Tailored services for specific industries such as healthcare, construction, real estate, manufacturing, and non-profits.