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Services Provided

Tax Preparation

  • Individual 1040

  • Partnership 1065

  • S-Corporation 1120S

  • C-Corporation 1120

  • Personal Property Tax

Full-Service Accounting

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  • Account Reconciliation

  • Historical Cleanup

  • Periodic Financial Statements

  • Payroll Setup

  • Year-End Accounting Adjustments

Fractional CFO

  • Budgeting & Forecasting

  • Cash Flow Analysis & Planning

  • Debt Management

  • Financial Statement Review & Interpretation

  • Goal Setting & Strategy

  • Internal Controls

  • Operational Efficiency

  • Working Capital Optimization

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Consulting & Advisory

  • Business Tax Strategy & Planning

  • Cryptocurrency

  • Entity Formation & Structuring

  • Exit Planning

  • Expat & International Taxation

  • Mergers & Acquisitions

  • Personal Finance

  • QuickBooks Online Training

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  • Arborists

  • E-Commerce Specialists

  • Expatriate Professionals

  • Landscapers

  • Law Firms

  • Real Estate Landlords & Flippers

  • Realtors

  • Sales Contractors

  • Salon Owners

  • Therapists

  • Tree Service Companies

Client Types Serviced
 

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  • Auto Mechanics

  • Cleaning Companies

  • Clothing Retailers

  • Construction Contractors

  • Designers

  • Engineers

  • Health Service Providers

  • Marketing Professionals

  • Traders

  • Tradesmen

  • Yoga Instructors

Security 
 

Our firm takes the security and confidentiality of your personal information seriously. We have implemented a comprehensive Written Information Security Plan (WISP) and established data security policies and procedures to protect your data. For customers who wish to learn more about our WISP, please contact us directly to request further details. Ensuring your privacy and maintaining a secure environment are our top priorities.

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