Our Services

New Business Formation
  • Choice of Entity
  • Registration with the Internal Revenue Service - EIN
  • Registration with the state authorities
  • Selection for small businesses
  • Bylaws/Operating agreements
  • Issuance of stock certificates/membership units
CPA Services for Business
  • Small Business Accounting
  • Compiled Financial Statements
  • Part-time CFO services
  • Proactive Tax Planning
  • Tax Preparation
  • International Tax Reporting and Compliance
CPA Services for Individuals
  • Tax Planning
  • Tax Preparation
  • ITIN number
  • Foreign reporting and compliance
  • Retirement Planning
  • Child Education Planning
  • Estate Planning
  • Wealth Management

ACCOUNTING THAT FITS YOUR NEEDS

Tax return preparation and planning
packages

Sole Proprietor
Tax Preparation
Starting at
$750
Services Include:
  • Tax return preparation
  • Quarterly tax estimates
Business
Tax Preparation
Starting at
$1,250
Services Include:
  • Tax return preparation
  • Quarterly tax estimates
Tax
Planning
Starting at
$1,500
Features:
  • Optimal entity structure
  • Retirement plan assessment
  • Income and expense shifting
  • Shareholder/officer compensation analysis
  • Scheduled GAP meeting once a quarter
  • Access throughout the year
  • Prior year tax return review
  • Current year financial statements review
Individual
Tax Preparation
Starting at
$500
Services Include:
  • Tax return preparation
  • Quarterly tax estimates