Services

General Accounting Services

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Our CPA tax services encompass a broad range of accounting needs to ensure your business's financial health and compliance. Key services include:

  • General Accounting
    General Ledger Maintenance. We meticulously maintain your general ledger to ensure all financial transactions are accurately recorded.
    Monthly Close Process. Our experts handle the monthly close process, ensuring timely and accurate financial statements.
  • Budgeting and Forecasting
    Customizable Solutions. Tailored budgeting and forecasting services are available to meet the unique needs of specific departments or projects within your organization.
  • Sales and Use Tax
    Compliance. We manage your sales and use tax obligations on a monthly and/or quarterly basis, ensuring compliance with state and local regulations.

Tax Planning Services

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  • Tax Preparation
    Expert Preparation. According to a study by the U.S. Government's General Accounting Office, 77% of 71 million taxpayers believed they benefited from using professional tax preparers. Our CPA tax services ensure your tax returns are prepared accurately and efficiently.
  • Tax Planning
    Strategic Planning. Effective tax planning is essential for minimizing tax liabilities. Our proactive approach goes beyond mere compliance, offering tax-saving strategies to maximize your after-tax income.
  • Tax Resolution
    Problem Resolution. We assist in resolving tax issues, providing a path to end the stress and complications caused by IRS problems. Our services are efficient, affordable, and handled with the utmost discretion.

Controller Services

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Growing businesses often need high-level financial guidance but may not be able to afford a full-time CFO or controller. Our outsourced CFO services deliver experienced support at a fraction of the cost.

CFO Services Include:

  • Training and Managing Accounting Staff
  • Improved Quality of Financial Information
  • Budget Preparation and Monitoring
  • Profitability Analyses
  • Tax Saving Strategies
  • Cash Flow Management
  • Financial Risk Management and Analysis

    Our comprehensive CPA tax services are designed to meet the diverse needs of businesses, ensuring compliance, strategic tax planning, and financial growth.

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