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