Tax Filing

  • Taxes: Personal, Business, and Corporate
  • Foreign Taxes and Asset Reporting
  • Estate and Trusts
  • Foundations and Not for Profits


  • Bookkeeping: manage daily transactions
  • Payroll: Management of payroll and taxes
  • Planning: Reporting and advice to support growth
  • Payables & Receivables: Management of supplier and customer invoices


  • IRS- Liens, Installment Agreements, Offer in Compromise 
  • Reporting: Help directors make informed decisions
  • Capital Fundraising: Advice on seeking equity to help grow your business
  • Mergers & Acquisitions: Financial planning for mergers and acquisitions