Small Businesses | Closely-held enterprises

Improve profit margins, minimize tax liabilities, and increase revenue

Small and medium-sized business owners are often at war with themselves. You have countless decisions to make, and often you find that you don't have anyone to bounce ideas or talk business with. You have a lot going on: keeping your staff happy and efficient, meeting the needs of your customers, finding ways to drive revenue and profitability without sacrificing quality, remaining IRS compliant, plus meeting regulatory requirements.

We can provide customized solutions to address the needs of your business. What you can guarantee from working with us is an unmatched quality of service, year-round availability, quick turnaround, and a strategic partner that aids in improving your business and achieving your goals.

How we assist our business clients:

Tax planning to meet their personal and business needs
Provide month-by-month and year-end financial statements
Sales tax compliance
Federal and state tax preparation
Client accounting + advisory services
Working capital analysis
Advanced financial reporting
Business modeling
Resolving tax issues
Preparation in launching new businesses
Exploring new products and services
Bank financing advisory
Financial statement analysis
Outsourced accounting and bookkeeping
Payroll advisory
Planning to acquire a company
Planning to sell, liquidate, or close down a business
Tax loss and carryover usage
Business personal property rendition
Estimated tax payments
Tax structuring