Do you have questions about what is a valid expense, what can be capitalized as a business asset, or what qualifies as a tax deduction? Are these questions preventing you from focusing on your business? Let us provide a professional and cost-efficient alternative. When compared to the cost of an in-house accountant, outsourcing your accounting to us is a smart cost-effective option.  

Are monthly bank and credit card reconciliations time consuming? Are these questions preventing you from focusing on your business? Let us provide a professional and cost-efficient alternative to book your monthly entries. 

Do you have a board, investors, creditors, or debtors that require financial statement presentations? Are you in need of a strategic partner to help manage the company's future financial success? Commonly referred to as a a Fractional CFO, we can take on administrative, financial, and risk management functions, including identifying and tracking relevant KPIs, developing and monitoring of a system of internal controls, decision support functions, and budgets. By partnering from within your operations, we can help you achieve your numbers.

Experienced investors understand the importance of finding investments, developing a strategy and leveraging funding. That plus current tax advantages will help maximize your ROI. Our team is experienced preparing financial reports for syndications, partnerships, mortgage companies, and 3rd party funders. We help HOAs, single and vacation rentals, multi-family and commercial investors by preparing compliance and specialty reports like CAM Reconciliations, annual budgets, comparative income statements, and 1031 Exchanges

Ready to sell? You spent years growing your company knowing you would one day sell it. Now that day is nearly here. The big question: How much is it worth. How much would I actually get? What will it cost to sell my business? What will be my tax bill? Are there alternatives? Let's make a plan together. Timing: 2-5 years before the sale

Tax returns can be stressful. Especially, when not properly planned. If you are not planning for your taxes with a tax professional, then you may be missing out on deductions and credits. As a professional tax and accounting firm that knows your business, we are best suited to help you develop your tax plan. We use the best tax planning software to give you the tools to make a sound financial decision. Our goal is the same. To minimize your tax liability and maximize the money you keep. Timing: during the current year.

The preparation of tax returns can be the most stressful thing you encounter every year. Every year there are updates from the IRS or the rules can completely change. As tax professionals we received annual trainings to ensure we keep you compliant. A tax professional can ask the right question to ensure you take full advantage of deductions and credits. We will also preform a year-over-year analysis and e-file your return. Our goal is the same. To minimize your tax liability and maximize the money you keep.