Business & Individual Services
Our expertise extends to both business and the individual, because whether you're running a business or handling a family estate, you've got more important things to worry about. You can rest easy knowing your simplest and most complex tax & accounting needs are in the best of hands.
Take advantage of our expertise to get ahead of tax compliance so you can focus on your core activities and improve your operations. We work with you to ease the burden of compliance, take advantage of available deductions, and plan for the future. Our work often leads to other ideas and actions that allow you to work more efficiently and with peace of mind.
All functioning businesses have an accounting system. We make sure that you’re using the right system for your business & that you’re setup & functioning most efficiently to get the reports and insight you need. In the event you need a “tune-up” or to transition to a new system, our experience has you covered.
Accounting tasks form the foundation of your business’ accounting operations but often take a lot of time away from what you do best, which is running your enterprise & generating a profit. We manage your business’ accounting function; from monthly or quarterly check-ups & analysis to acting as ‘your’ accounting department, from a clean-up project to your ongoing CFO, we can handle it all.
Paying employees and contractors can be complex and burdensome. Deposits, 941s, unemployment, W2s, state agencies, 1099s, and more… The IRS, DOL, and individual states do not mess around when it comes to employees’ pay. It can cause a lot of headache & worry, which is why we work one-on-one to setup the best service for you. Let us assess your needs, present you a solution, & eliminate the headaches.
Individual, TrustS, Estate
Take advantage of all the benefits, tax breaks, and deductibles you and your family are entitled to. Our Individual tax and accounting expertise can guide you through the complexities of the tax code and help you optimize your financial health. We can work with you face to face or virtually - our secure technology allows you to work with us without being burdened and gives you the peace of mind you need.
Planning for your estate and setting up trusts is a great first step in your advanced financial planning. Management and maintenance of these plans and instruments are important and require diligence and care. Most people do not have adequate time or expertise to deal with the complexities of compliance. If you’re feeling overwhelmed or unsure, feel free to get in touch with us to see how we can help you.
Do you feel that running your family's affairs is like running a business? Coordinating for and tracking professional services, accounting for bills, investments, entities, and your estate planning can seem like another job. Allow us to help you operate your "Family Office" more efficiently or simply allow us to do the heavy lifting.