Services
Tax Advisory
Comprehensive tax advisory services designed to help individuals and businesses navigate an increasingly complex tax environment. Services include federal, multi-state, and local tax compliance; tax planning and projections; entity & transaction structuring; international tax considerations; and ongoing guidance on the tax implications of business and financial decisions.
Tax advisory services include:
Federal Tax Compliance — Preparation, review, and ongoing guidance regarding federal income tax filing and reporting requirements.
Multi-State Tax Compliance — Guidance for businesses and individuals operating, earning income, owning property, or conducting business across multiple states.
State & Local Tax Compliance — Assistance with state and local income, franchise, gross receipts, business, and other applicable filing requirements.
International Tax Considerations — Guidance regarding U.S. federal tax and reporting requirements associated with foreign transactions, assets, investments, entities, and cross-border activities.
Tax Planning & Projections — Proactive analysis of expected income, deductions, transactions, and tax liabilities to identify planning opportunities before year-end.
Entity & Transaction Structuring — Evaluation of the tax implications associated with entity selection, business formations, acquisitions, dispositions, investments, and other significant transactions.
Ongoing Tax Advisory — Year-round guidance on the tax consequences of business and financial decisions, rather than limiting tax discussions to filing season.
CFO and Accounting Services
Comprehensive accounting and CFO services designed to provide business owners with accurate financial information, greater visibility into their operations, and the insight needed to make informed business decisions. Services range from traditional bookkeeping and financial reporting to higher-level financial analysis, cash flow management, budgeting, forecasting, and strategic business guidance.
CFO & accounting services include:
Bookkeeping & Accounting — Maintain accurate, up-to-date, and fully reconciled books to provide a reliable financial foundation for managing your business.
Financial Statement Preparation & Analysis — Prepare and analyze financial statements to better understand profitability, financial position, cash flow, and changes in business performance over time.
Cash Flow Management & Analysis — Maintain visibility into where cash is generated and used across operating, investing, and financing activities, providing insight beyond net income alone.
Business Performance Analysis — Evaluate revenue, expenses, margins, profitability, operating trends, and other key financial indicators to assess the overall health and performance of the business.
Budgeting & Forecasting — Develop budgets, financial forecasts, and projections to anticipate future cash requirements, profitability, and the financial impact of business decisions.
Management Reporting & Key Performance Indicators — Identify and monitor financial and operational metrics that provide management with a clearer understanding of how the business is performing.
Strategic Financial Decision-Making — Analyze the financial implications of significant business decisions, including hiring, expansion, capital expenditures, financing, investments, and other growth opportunities.
Financing & Lender Readiness — Maintain reliable financial records and reporting so the business is prepared when seeking bank financing, lines of credit, or other sources of capital.
Ongoing CFO Advisory — Provide business owners with ongoing financial guidance and an experienced perspective when evaluating opportunities, challenges, and important business decisions.
Accounts Receivable Management — Continuously monitor outstanding invoices and customer payments to help ensure amounts owed to the business are collected timely, payments are properly applied, and discrepancies or overdue balances are promptly identified and addressed.
Accounts Payable Management — Monitor vendor bills, payment obligations, and due dates to help ensure vendors are paid accurately and on time, discrepancies are identified, and the business maintains a clear understanding of upcoming cash requirements.
Inventory Management & Cost Tracking — Maintain accurate inventory records and monitor inventory purchases, quantities, and costs throughout the year. Properly account for changes in purchase prices and inventory costing to provide reliable cost of goods sold, gross profit, and inventory balances for financial reporting and business decision-making.
Tax Resolution
Professional representation and guidance for individuals and businesses facing federal or state tax issues. Tax resolution services are designed to identify the underlying issue, communicate with taxing authorities, bring outstanding matters into compliance, and pursue an appropriate path toward resolution.
Tax resolution services include:
IRS & State Tax Representation — Represent individuals and businesses before federal and state taxing authorities regarding notices, examinations, outstanding balances, and other tax matters.
Tax Notice Resolution — Review and respond to IRS and state tax notices, identify discrepancies, provide supporting documentation, and work with taxing authorities toward resolution.
Back Tax & Filing Compliance — Assist taxpayers with unfiled or delinquent tax returns and develop a plan to bring federal and state filing requirements current.
Tax Debt Resolution — Evaluate available options for resolving outstanding federal and state tax liabilities based on the taxpayer’s individual circumstances.
Installment Agreements & Payment Arrangements — Assist with establishing manageable payment arrangements for qualifying federal and state tax liabilities.
Penalty Abatement — Evaluate eligibility for the reduction or removal of certain tax penalties and prepare requests for relief when appropriate.
Audit & Examination Support — Provide professional representation and assistance throughout federal and state tax examinations, including communication with taxing authorities and preparation of supporting documentation.
