Beyond Traditional Accounting
Our CPA firm is more than your typical accounting practice. We believe our role is as a business advisory firm, which will help you reach your business and personal goals.
Our business advisory accounting firm provides the following services –
Accounting and tax:
- Sophisticated tax-minimization strategies
- Income tax planning and preparation
- Multi-state
- International
- Preparation of corporate, S-corp., partnership, and LLC income tax returns
- Estate Preservation and Legacy Planning:
- Wealth preservation and distribution strategies
- Succession and philanthropic considerations
- Integrated income tax and investment strategies
- Coordination with other professional advisors
- Representation before tax authorities, including tax audits
- Compiled, reviewed and audited financial statements
- Internal control analysis
Advisory:
- Strategic Planning
- Business structure
- Succession Planning
- Benchmarking & Key Performance monitoring
- Profit Improvement Analysis
- Facilitation of board and/or team meetings
At our accounting firm, we gauge our contribution by the personal and business successes of our clients.
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