Tax Preparation

Our proactive, strategic approach to tax planning, tax preparation and tax filing ensures that our clients get the insights, guidance and service they need to make the decisions that will minimize risk, maximize savings, maintain compliance and manage growth and change in their personal or business finances.

Business Formation

Unlike a sole proprietorship or general partnership, both of which are formed as soon as the owner or owners conduct business, a corporation or LLC must be created with the state, and each state has its own incorporation requirements. Cost may vary according to each state requirement. Please do your research.

Bookkeeping

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

Financial Strategy

A financial strategy enables your organization to assess your  financial needs and the sources of support required to meet your objectives and fulfill the organizational mission, whilst also planning for continued growth to enable stability. You're financial strategy will derive from your mission. So the first step is to clearly define why you exist and you plan to achieve your mission before preparing any budgets.