December 23, 2015


Tax preparation

Individual Tax Preparation and Filing (self employed individuals, investment rental property, 1031 like kind exchanges)

Corporate tax preparation

Expert in FBAR Form (FinCEN Report 114)

FATCA Form 8938 filings

IRS and State Agency Problem Resolution

Accounting & Bookkeeping Services

Bookkeeping, weekly, monthly or quarterly on and off site

Payroll and payroll tax filingsales tax filings and compliance

QuickBooks Training, Consultation and Set up

Certified QB ProAdvisor consultation

Set up on multiple platforms and versions including online, desktop and payroll modules

Incorporation and Formation Consultation

We help you choose the corporate structure that is most suitable for your business and your specific circumstances.

Personal Finance Organization and Budgeting, Quicken & Xero Set up

Any household is a small enterprise in itself, with expenses to track, goals to formulate and budgets to meet. As such we help our clients track their personal finances, create budgets, define their financial goals and help them reach them. We also work closely with independent financial planners and wealth management companies.