Our Services

Gain Time and Grow Wealth

Our team of tax professionals will customize a set of services to fit your personal or business needs.

Without a trusted partner, you’re wasting time and money.

Trying to manage your taxes, and business planning by yourself is overwhelming. And not every CPA has the level of expertise your situation deserves (we know because we find and fix their mistakes often).

Getting it wrong in expensive

Tax Structure Consulting

Choosing between an LLC, C-Corp, S-Corp, Partnership, Sole Proprietorship, etc… is extremely important. It can sometimes make the difference between being successful and being overcome by your tax burdens. Let us help you make the best decision for you and your specific situation.
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Tax Planning & Minimization

Our personal and business tax services are designed to take a proactive look at your financial situation with a simple overall goal: save you money by minimizing your taxes.

But we have to plan during the current tax year. Don’t make the mistake of waiting until January to start the tax process. If you wait, you will lose most of the ability to reduce your taxes to the legal minimum.

When you schedule a tax planning meeting, we will make sure you pay the taxes you are legally obligated to pay, but not one penny more.
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IRS and State Tax Controversy Resolution and Representation

As part of our expert tax preparation services, we take on the IRS for you. If you ever receive an IRS Notification or an Audit, we handle the paperwork, the questions, the scrutiny, and the intimidation factor.
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Business Services

One out of every three business start-ups don’t survive beyond the first two years. Be on the positive side of that statistic by allowing us to work with you to create a plan for success.

We can help you answer questions like:
- How much start-up capital will I need?
- How much can I borrow?
- What’s my cash flow projection?
- How will I manage billing and collections?
- How will I get payment to my employees?
- What’s my FEIN?
- What insurance requirements will I have?

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Non-Profit Services

The financial management process of starting and running a nonprofit differs from that of a for-profit company. We work with a variety of nonprofits, including churches.

- File for nonprofit status
- Acquire an FEIN
- Produce income and program expense statements
- File annual tax forms
- Train the board in nonprofit management and budgeting
- Prepare the pastoral housing allowance (for churches)

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Cash Flow Management

Managing the comings and goings of cash can take a back burner to more pressing customer concerns, but it shouldn’t.

We help you develop a cash flow projection so you know better how to manage your short- and long-term needs.

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Controller Services

How effective and efficient are your operational procedures? Part of our business consultation process includes a review of how your company policies, procedures, and inventory.

As a neutral third party, we can make suggestions about how transactions should occur, and who should and should not be involved.

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Succession Planning

Passing a business from one family member to another is risky. How are you going avoid the issues that cause 70% of family-owned businesses to fail when the next generation takes over?

Have a conversation with us before you talk to your family. We can help you better understand things like the tax burden of inheritance, estate planning, company management (not the same as ownership), and some strategies to avoid potential family drama.

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Minimize your taxes. Maximize your wealth.