Tax Returns & Compliance
White glove Tax Preparation services for Partnerships, C-Corporations, S-Corporations, Successful Individuals, Trusts, Not-for-Profits, LLC's, and other foreign and domestic entities and organizations in addition to Regulatory Compliance and Nexus guidance, Sales Tax , FBAR's, PFIC & CFC filings, Sec 1031 Exchanges, and other related filing and consulting services.
Strategic Tax Structuring & Entity Organization
Strategic Tax structuring services include a range of custom designed solutions in order to reduce direct and indirect tax costs through the use of legal and efficient structuring techniques.
Accounting Services
Accounting and bookkeeping services for businesses; monthly, quarterly, and annually. We provide Value Chain Analysis along with data and metrics summaries together with standard Financial Statement's. We provide our clients with year-round support and offer review and consulting service for business that perform their accounting in-house.
Payroll Services
Our business payroll services make complex payroll tasks simple. We administer weekly, bi-weekly, and monthly payroll needs, as well as S-Corp members' annual payroll. We proactively navigate compliance challenges with IRS, State, FLSA, ESSTA and Wage Parity laws.
Crypto Tax, Accounting, & Consulting
Tax and Accounting for Crypto traders across all exchanges and platforms. We perform basis calculations and guide our clients on how to appropriately account and report income or losses related to their Crypto activities.
LLC, Incorporation, Organization & Entity Formation
Entity formation guidance and accelerated turnaround for LLC's, PLLC's, 501(c)3's, and Corporations in all fifty states. We obtain and file for Federal EIN's, State business registrations and tax classification status elections.
Federal Tax Credits Services
We assist companies in the recovery of Federal Tax Credits, including the Work Opportunity Tax Credit (WOTC), Employee Retention Credit (ERC/ERTC), and other government incentive and subsidy programs.
Legal Document Services
We draft custom Operating Agreements; Partnership Agreements; Non-Disclosure and Non-Compete Agreements; Anti-Money Laundering Procedures; Business Contracts, Employment Contracts, etc.
Compliance & Business Consulting
1031 Exchanges, Cost Segregation for Real Estate, payroll and other tax compliance consulting services for all businesses and organizations, including state tax analysis and nexus review, and other Business Financial & Tax Consulting matters.
PPP & SBA EIDl Application Services
We assist companies in obtaining PPP and SBA loans as well as their forgiveness.
Tax Notice & Audit Support
Support and guidance for IRS and State tax notices, Audits, and other related tax and compliance issues.
CFO Outsourcing - Fractional CFO Services
We provide a full bulwark of customized back office duties and services that help business owners and family offices focus on what they do best with peace of mind that their six is covered. Everything from cash management, internal accounting and data metrics, financial reporting, internal controls and advisory roles, tax and compliance oversight, payroll management, investor relations, and general experienced leadership to guide your team- competitively priced; supporting your business or organization and contributing value to your bottom line.