The type of clients we serve:
- Small business owners.
- Real estate rental property owners.
- Individuals with complex investment reporting (sale of property/stocks/crypto).
- High wage-earning individuals who are looking to stay ahead of their tax situation throughout the year.
Taxes
- Corporate, Partnership, Sole Proprietor (SMLLC) & Personal Taxes
- Sales and Use Tax
- Corporate or LLC Formations
- City Business Renewal
- Legally Required Corporate Filings
CPA and Accounting Services
- Tax Advisory: Owner-Officer S-Corp payroll, tax preparation, and semi-annual to quarterly tax planning.
- Tax Preparation: Business, rental real estate, and investor taxes.
- IRS Representation: Professionally represent clients with all IRS and state and local tax authority correspondences.
- Financials: Compilation of Yearly, Quarterly, & Monthly Profit/Loss and Management Reports.
- Planning: Strategic Tax and Financial Planning.