SERVICES

We are Certified Advanced QuickBooks Online ProAdvisors who have set up hundreds of companies on QuickBooks and used its features to our clients full advantage.

• QuickBooks set-up

• QuickBooks consulting

• Bookkeeping services

• Clean-up services

• Catch up bookkeeping, prepare financial statements, and prepare your tax return

• We can respond to IRS and state notices, and can represent you in in IRS audits, examinations and appeals.

• We offer solutions for taxes owed.​

• Resolve collection issues through offers in compromise and installment agreement payment plans

• Levy & lien removal

• Innocent Spouse Relief

We can help you form your business as well as provide consulting at any time.​

• Entity selection & formation

• Assist with business plan

• Business registration, EIN 

• Help with loans & insurance

• Fulfill tax, license and permit requirements

• Set up bookkeeping system

• Ongoing requirements

• Assist with closing business

• We prepare & e-file federal and state tax returns for individuals, corporations, partnerships, S-Corps, LLCs, trusts and estates, amended and late returns. 

• Personal and business tax preparation & consulting

• Complex issues & returns

• Apply in-depth knowledge of the tax code

• Strategize to minimize obligations while also reducing audit risk

• Help limit tax liability for next year

We can work with you in the construction and implementation of your estate plan. We focus on the tax implications, and the mitigation of the death tax. 

• Clearly define goals

• Prepare, review & amend documents

• Asset protection planning

• File returns accurately

• Lessen taxes at time of death

• Wealth preservation planning

We have been servicing the cannabis industry in all states where it is legal for 15 years. We have the experience with cannabis to help you with:

• Entity selection for cannabis organizations

• Consulting on standard operating procedures, best practices and internal controls

• 280E minimization

• Federal and state taxes

• We help you develop a personal or business tax plan that maximizes your tax savings today and over the long run.

• Year round personal & business tax planning

• Review prior year tax return

• Assess record keeping and reporting requirements

• Update strategies to reflect changes in tax legislation and your personal situation

We specialize in the taxation of the real estate industry.  We have specialized knowledge and experience to help you:

• Structure tax efficient entities for real estate 

• Advanced strategies

• Passive losses, depreciation, cost segregation

• Opportunity zones

• Exit strategies

We have developed long term relationships with  high net worth individuals and businesses. We offer wealth protection strategies:

• Asset protection

• Advanced tax planning for high net worth individuals

• Succession planning

• Other personal client services