Services

Tax Management

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

International Taxation

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.

Cash Flow & Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Business Process Automation

A few common automation features our clients enjoy include automation related to Accounts payable scheduling and automated check printing and mailing, custom operations/accounting spreadsheet automation and optimization, Robotic Process Automation and more. We also offer a Quickbooks setup service which includes the implementation of time saving automations and integrations to make bookkeeping easy and insightful.

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Request a quote

Complete the form below and make sure to submit your documents so we can properly calculate a quote. If you want to speak on the phone or via video conference, schedule a consultation with Michael.

    Use the link below to securely submit -

    -Prior Year Individual Return

    -Prior Year Business Return (if applicable)

    -Current year tax forms (e.g. W-2, 1099 etc if available)

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