Tax Preparation & Planning
Tax preparation for for-profit and nonprofit organizations, partnerships, LLCs, and individuals; estate and gift taxation; local estate filing compliance; and retirement plans. We work with clients throughout the year to prepare and file the necessary documents at both the federal and state level.
Audit and Attestation
Audit and attestation for for-profit corporations and nonprofit organizations such as churches, charities, and arts organizations; payroll audits; internal audits; corporate reviews and audits; personal financial statements; and public issuers, including review of 10Qs and audit of 10K filings.
Representation Before the IRS & States
Help clients throughout the year respond to various notices for further documentation needed or audit notifications at both the federal and state level.
Contracted CFO Services
Ability to serve as your Chief Financial Officer or Comptroller. Schedule a meeting with us to discuss how we may tailor our services to meet your needs. We can schedule either semi-monthly, monthly or quarterly visits as needed.
Financial Statement & Budget Preparation
Preparation of both historical and projected financial statements on a monthly, quarterly or annual basis as you deem necessary.
Bookkeeping, Accounting, and Controllership
Bookkeeping, accounting, and controllership for small- to medium-sized for-profit and nonprofit organizations, including churches, arts organizations, construction, media technology, educational, homeowners associations, publicity and marketing consulting, public affairs and lobbying, media services, digital services, and many others.
Business Formation
Thinking of starting your own business? Consider scheduling a meeting with us to discuss the various entity options available to you. We will help you pave the way to becoming a successful business owner.
Financial Planning
Committed to helping you further plan for your financial needs and goals.