Services

Flexible and Scalable

Whether you need us for an hour a month or a couple of days per week, our flexible services are designed to grow with your business.

Category 1

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

Category 2

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

Category 3

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

All services also available on an ala carte basis.

We strive to make accounting easy

Our team of experts are here to Help.