Comprehensive Bookkeeping, Tax & Financial Consulting Services

We offer expert bookkeeping, tax return compliance, advisory and financial consulting services tailored to individuals and businesses at affordable pricing

Financial Statements Preparation & Review

We prepare accurate, GAAP-compliant financial statements, including income statements, balance sheets, and cash flow reports. We also offer compilation and review services for businesses.

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Audit Preparation & Support

We assist with year-end close, PBC list preparation, and liaising with auditors to ensure a smooth audit process. Our experience ensures your records are ready, accurate, and clearly documented.

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Tax Return Preparation

We handle individual, corporate, partnership, and multi-state tax filings while minimizing liabilities through strategic planning. We help prepare and review tax forms (forms 1040, 1120, 1065, etc.). We also provide the quarterly and annual estimated tax planning services along with entity structuring services for tax minimization.

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Controller and CFO
Services

We handle individual, corporate, partnership, and multi-state tax filings while minimizing liabilities through strategic planning. Our expertise includes IRS-compliant tax projections, estimated payments, and support for W-4 tax tools.

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Startup & Entity Advisory Support

From choosing the optimal business structure to setting up accounting systems and filing your first tax return, we support entrepreneurs in laying a solid financial foundation.

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Payroll Tax Services

We ensure your payroll tax obligations are handled accurately and on time. From federal and state filings to W-2 and 1099 preparation, we manage compliance so you can focus on your team. Our support includes wage tax calculations, employer tax liabilities, and seamless coordination with payroll providers like Gusto and ADP.

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Technical Accounting Advisory

We help organizations implement and interpret technical guidance, such as revenue recognition (ASC 606), lease accounting (ASC 842), and debt/equity classification (ASC 470/480) ensuring full compliance.

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Internal Controls Review

We provide full-scope internal audit team or ad hoc support. With our independent and objective insights corporation are able to drive sustainable business improvements with quality.

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Sales Tax Services

Navigating sales tax laws across jurisdictions can be complex. We offer expert guidance on nexus determination, registration, rate application, and ongoing compliance. Whether you’re selling online or across multiple states, we keep your filings accurate, timely, and audit-ready with appropriate quality.

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