Business & Management Consulting
Our business consulting services are designed to provide strategic insight and practical solutions to support your organization's growth and operational efficiency. Whether you are just starting out or refining existing systems, we offer guidance at every stage of your business lifecycle:
Business Analysis & Organizational Management - Evaluate current operations and design strategies to improve performance, structure, and sustainability.
Start-Ups, Partnerships, & Incorporations - Assistance with entity selection, business formation, and legal compliance to ensure a strong foundation.
S Corporation Planning & Compliance - Specialized expertise in the formation, election, and tax optimization strategies for S Corporations.
Employee Benefits Guidance - Support in developing and managing employee benefit packages that meet compliance standards and attract top talent.
Property Management Consulting - Financial and operational consulting for property owners and managers, including rent collection, budgeting, and reporting.
Accounting & Bookkeeping Services
We offer comprehensive accounting and bookkeeping services to keep your financial records accurate, organized, and compliant-freeing you to focus on running your business:
Account Analysis - In-depth review and reconciliation of accounts to ensure accuracy and integrity in financial reporting.
Recordkeeping & Data Entry - Timely and precise documentation of financial transactions to maintain up-to-date books.
Bank Reconciliations - Regular reconciliation of bank and credit card statements to detect discrepancies and prevent errors.
Sales Tax Compliance - Preparation and filing of state and local sales tax returns.
Payroll Processing & Reporting - Scalable payroll services including pay calculation, tax withholdings, and payroll tax filings.
Financial Statements Preparation - Custom monthly, quarterly, and year-end financial statements to provide valuable insights into your financial position.
Tax Preparation & Planning
We provide proactive and comprehensive tax services for individuals and businesses. Our goal is to minimize liabilities, ensure compliance, and support strategic financial planning:
Tax Planning - Year-round tax strategy development to maximize savings and align with your financial goals.
Individual Income Tax Returns - Accurate preparation and filing of personal federal, state, and local income tax returns.
Corporate Tax Returns (C Corporations & S Corporations) - Complete preparation and filing services tailored to corporate tax requirements.
Small Business Tax Services - Specialized support for sole proprietors, freelancers, and small business owners.
Partnership & LLC Tax Returns - Full-service tax compliance for pass-through entities including multi-member LLCs.
Rental Property Taxation - Expertise in income reporting and deduction strategies for real estate investors.
Estimated Tax Payments - Calculation and planning for quarterly estimated tax obligations.
Employment & Payroll Tax Compliance - Preparation and filing of required employer tax forms and withholdings.
Sales Tax Filings - Timely preparation of returns to meet multi-jurisdictional sales tax requirements.
Notary Public Services
Our licensed notary services are available to provide official verification and authentication of documents for legal and business purposes:
Acknowledgements - Verification of identity and voluntary signature for official documents.
Oaths & Affirmations - Administration of legally binding oaths and affirmations.
Protests - Notarization of protested negotiable instruments such as checks or notes.
Apostille Services - Coordination of authentication for international use of public documents.
Certified Copies - Certification of true copies of original documents when permitted by law.
Notarial Records & Deeds - Documentation and notarization of real estate transactions and legal deeds.
Estate Planning & Executor Services
We provide knowledgeable and compassionate support in estate planning and executor services to help individuals and families manage their legacies with confidence:
Wills - Drafting and review of last will and testament documents tailored to your wishes.
Trusts - Assistance in establishing living trusts and other trust structures for estate planning and asset protection.
Powers of Attorney - Preparation of durable, medical, and financial powers of attorney for comprehensive planning.
Property Management for Estates - Oversight of real estate and financial assets during estate administration or transition.
