SERVICES

Accounting & Financial Services

  • Bookkeeping & Accounting
  • Financial Reporting
  • Accounts Payable & Receivable Management
  • Cash Flow Management
  • Budgeting & Forecasting
  • Financial Analysis
  • CFO Services & Business Advisory
  • Customized Reporting

Tax & Financial Compliance

  • Business Tax Return Preparation & Filing (Federal & State)
  • Sales Tax Compliance & Multi-State Filings
  • Payroll Tax Filings (Form 941, 940, W-2, 1099s)
  • Estimated Tax Payments & Compliance Tracking
  • IRS and State Tax Compliance Monitoring
  • Tax Notice Resolution & IRS Representation
  • Income & Sales Tax Audit Support
  • Proactive Tax Projection & Forecasting
  • 1031 Transaction (Like Kind Exchange) Analysis & Reporting
  • Accounting Method Change (Form 3115) Preparation
  • Accounting Period Change (Form 1128) Preparation
  • IRS & State Audit Support
  • Federal Audit Support
  • Federal IRS Notice Response Package Preparation

Corporate & Regulatory Compliance

  • Business Entity Formation & Structuring Compliance (Excluding Legal Services)
  • Annual Report & Corporate Filings
  • EIN Application & Tax Classification Elections (e.g., S-Corp Elections)
  • Beneficial Ownership Information (BOI) Reporting Compliance
  • Compliance Tracking for Filing Deadlines to Prevent Late Penalties
  • Entity Liquidation, Conversion, Domestication & Restructuring Support
  • Entity Structure Optimization & Scenario Analysis
  • Corporate E&P Calculation & Tracking for Compliance

Employment & Payroll Compliance

  • Payroll Processing & Payroll Tax Compliance
  • Employee Classification (W-2 vs. 1099) Reviews
  • Workers' Compensation & Unemployment Tax Compliance
  • Employee Benefits Reporting (ACA, 401k Compliance)
  • Ensuring Proper Payroll Tax Remittance to Avoid Penalties

Advisory & Consulting Services

  • Customized Master Tax Strategy (Advanced Level)
  • Analysis for Sale of Shares & Membership Units
  • Domicile/Foreign/Nexus Study
  • Financing Support Services Including Debt Servicing
  • Implementation of Accounting Software (e.g., QuickBooks)
  • EBITDA Calculation for Business Valuation
  • Call to IRS or State Revenue for Notice/Compliance Support