• REDUCE substantial tax burdens with our advanced tax reduction strategies.
  • INCREASE your business's profit with our smart and creative CFO functions.
  • ACCESS to top CPAs, a tax attorney, and a CFP for your business & personal financial goals.
  • ALL-INCLUSIVE pricing for your complete tax, accounting, & financial services.

We are a full-service boutique tax, accounting, and financial firm with CPAs, a tax attorney, and a CFP on staff catering to high-income business and practice across the country.

If your business is looking for GUARANTEED tax savings & PROACTIVE CFO services by a team of experts, then schedule a FREE call now!

Our Comprehensive Tax, Accounting & CFO Services.

Tax Planning, Preparation
& Compliance

    • Identify, evaluate and implement advanced tax planning strategies for company and owners
    • Prepare company federal and state income tax returns
    • Review tax strategies and compliance
    • Prepare the company owner's individual federal and state tax returns
    • Provide guidance and planning on company and individual tax issues
    • Assist with various tax audits, workers comp audits

Business Finances & Accounting

    • Serve as a sounding board for the issues that concern you and the ideas you have for the growth of your business
    • Help prioritize future financial expenditures
    • Discuss strategies to maximize profits, minimize potential threats, and accomplish the vision of the company
    • Review cash flow management, debt reduction strategies, and expense management
    • Setting up proper accounting systems and ongoing accounting functions
    • Implement accounting best practices and guide internal control measures

Insurance, HR, Employee Benefits & Risk Management

    • Review and implement appropriate insurance coverages for the business and owners
    • Review and implement appropriate employee benefits programs for both tax and talent acquisition purposes
    • Review and implement executives/key persons compensation and retention plans
    • Establish overall enterprise risk management system