Services
Income Tax Preparation
Individual income Tax Return Preparation and Filing
Business income Tax Return Preparation and Filing
Tax Planning
Tax Extensions
IRS Representation
Financial Planning
Investment Portfolio Reviews
Portfolio Optimization
Tax Minimization Strategies
Accounting Services
General Ledger Preparation/Review
Bank Reconciliations
Financial Statement Preparation/Review
Quickbooks
Audit Support
Family Office Support
Part-Time/Temp CFO
Consulting Services