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US Income Tax Assistance and Tax Planning:

  • Tax preparation: federal, and all states and localities
  • Income projections under multiple scenarios for tax planning
  • Identification and deduction of all costs and applicable tax credits
  • ROTH IRA conversion planning
  • Entity planning and selection (choice of Corporation versus S-Corporation, LLC or association)
  • Mergers and Acquisitions support
  • Succession Planning
  • Cryptocurrency tax reporting and tax planning advice


  • Budget v. actual v. forecast analysis
  • Personal or Business
    • Cash flow planning
    • Examples: college savings, gifting, taxes, retirement, etc.
  • Retirement planning, short- and long-term projections for income and tax impact to assist you in deferral/investment decisions
  • For business growth or contraction
  • Increased or reduced staffing and resultant payroll tax/benefits
  • New business planning, such as break-even analysis

Payroll services:

  • Preparation, payment and filing with all taxing authorities
  • Electronic payments to your employees

Bookkeeping – a compilation of business transactions:

  • Automate your transactions to:
    • reduce errors
    • include standard monthly entries
  • Bank and credit card integration, if desired
  • Establish dashboard reporting for management analysis
  • Complex transaction recording
  • Train you or your staff in the use of the system as required

Assistance with Federal, State and Local tax authorities:

  • Answer questions
  • Resolve issues
  • Support inquiries and audits

Special Projects, such as:

  • General Business and Board Advisory Services – we will answer your accounting and tax-related business management questions and/or lend our advice during your board meetings
  • Cost Segregation Analysis: obtain maximum depreciation deductions in the early years of service for your new or recently purchased building
  • Tracking of costs/projects for maximum application towards tax credits
  • Purchase versus Lease analysis, autos or equipment
  • Determine most beneficial financing packages
  • Analysis of Insurance needs/coverage/cost
  • Married versus Separate personal filing status