services
Initial Consultations
Initial Consultations
Initial Consultations
We offer free consultations before engaging with new clients. This initial meeting allows you to ask questions and get to know who we are so we can begin building personal relationships. Our firm believes in defining your values and goals so that we spend our time focused on what matters to you.
Management
Initial Consultations
Initial Consultations
- Bookkeeping: Monthly, Quarterly, or Annual
- Payroll: Federal & State assistance
- Planning: Accounting Software and Training
- Financial Reports: Preparations, Compilations, or Reviews
Compliance
Initial Consultations
Compliance
- Taxes: Personal, Business, and Corporate
- Income Tax Planning and Projections
- Trust and Estate Compliance
- Other Annual or Quarterly Filings
Advisory
Initial Consultations
Compliance
- Business entity selection
- Federal and State tax representation
- Business accounting setup and CFO outsourcing
- Consultations with attorneys on entity and/or estate planning