Tax | Accounting | Audit | Review | Consulting

Preparation of financial statements and bookkeeping services, consulting on accounting systems, assistance with Quickbooks Online conversions and maintenance, and maintenance of accounting records for tax filings

Income and transaction tax compliance and planning for individuals, small businesses and self-employed business owners; multi-state and local tax compliance and registration

Planning related to sales or acquisitions of businesses, entity choice and structure, planning for recent tax law changes, and the financial statement implications of tax related issues.

Registered Independent Advisor state required balance sheet audits for custody of client assets and contractor license financial statement reviews for new licensing or renewals with monetary limit increases.