ACCOUNTING, BUSINESS ADVISORY & TAX SERVICES

THOUGHTFULLY TAILORED FOR WHERE YOU ARE

AND WHERE YOU WANT TO BE

 
 
 
 

PREMIUM CLOUD-BASED ACCOUNTING SOLUTIONS

Cloud-based services enable you to run your business from ANYWHERE. You will be able to collaborate with us from the swimming pool at the Ritz-Carton. Cash activity is at your fingertips while you’re riding an Uber to lunch. Send an invoice out to a customer as you walk out the door of their job site. Pay your employees as you sip your double-shot espresso and listen to Spotify at sunrise. Work while you live.

SERVICES

BOOKKEEPING

Whether it’s your individual, sole proprietorship, LLC or S-corporation tax return, we work with a team of CPAs and tax preparers ready to not only prepare your tax returns, but also walk you through some tips for next year. We only use top shelf technology, which means your sensitive data is secure in our secure tax portal. Extensive tax law changes in the Tax Cuts and Jobs Act have precipitated the need for proper tax planning and consulting more than ever. We lay it out for you in an approachable manner that you’ll find refreshing.

ADVISORY

Whether you are a startup venture or a mature business pivoting for the next challenge, we can provide valuable guidance and tools to help you take your business to the next level. From assistance with choice of entity formation to advanced projections, we can equip you with the proper tools to make smart, informed business decisions. As your trusted advisor, we’ll be there every step of the way. You’ll have someone constantly in your corner so you and your business can thrive and face the world’s challenges with vigor.

TAX

Whether it’s your individual, sole proprietorship, LLC or S-corporation tax return, we work with a team of CPAs and tax preparers ready to not only prepare your tax returns, but also walk you through some tips for next year. We only use top shelf technology, which means your sensitive data is secure in our secure tax portal. Extensive tax law changes in the Tax Cuts and Jobs Act have precipitated the need for proper tax planning and consulting more than ever. We lay it out for you in an approachable manner that you’ll find refreshing.