One Solution for Accounting and Tax Services

Services Offered

Comprehensive Accounting

Offering bookkeeping, QuickBooks support, payroll, and 401K services tailored to your business needs. We'll design and implement an accounting system customized to your organization, complete monthly accounting, and prepare monthly financial statements.

Retirement Planning

Strategic retirement planning to secure your financial future and maximize your savings potential. Explore self-directing your 401K for investments outside of the stock market including cryptocurrency, real estate, and alternative investments. Retirement contributions may significantly lower your current year tax liability.

Fractional CFO

Ensure your financial reporting is timely, accurate, and in compliance with accounting standards. We can take the weight of financial reporting off your shoulders, enabling you to focus on your core business while ensuring your reporting needs are professionally managed. Analyze your financial performance indicators and compare industry trends

New Business Services

Real Estate offers significant tax advantages. I personally operate both long term and short term rentals and I'm excited to share how real estate can provide for tax savings and long term wealth. I can also guide you on Airbnb optimization and help you avoid common STR pitfalls

Real Estate Tax Strategies

Individual and Business Tax Reduction

Many growing businesses could greatly benefit from the strategic oversight and expertise of a CFO but may not require a full-time hire. Our Virtual CFO services offer you access to a dedicated team of remote accounting, tax, and financial professionals. We collaborate with you to analyze financial performance, identify key performance indicators, set actionable business goals, and drive the results you aim to achieve.

Business owners and individuals turn to us for effective strategies to minimize their tax burden, prepare for future tax changes, and reduce the risk of audits. Strategic tax planning is essential for successfully lowering your tax liability. Our proactive approach provides for tax reduction and prepares year end tax filings for individuals and companies.

Financial Statement Reporting

Startup services and planning for your business: Get your business off to the right start by ensuring that your entity is set up correctly with tax planning to fit your company. Including original SOS filings, EIN registration, accounting setup, and payroll processing. Choosing the right entity might be the single most important decision for tax liability.

Advanced tax strategies include self-directed 401(k)s, Roth 401(k)s, S-Corporation elections, 'backdoor' Roth contributions, cost segregation studies, PTE elections, 1031 exchanges, capital gains strategies, paying family members, and crypto taxation specialties. Let us assess your tax situation to identify the most effective strategies and work with you to implement.

Financial Analysis

No one knows your business better than you! As your business grows, our financial analysis, customized reporting, and KPI monitoring provide the business intelligence you need to make informed decisions, track performance, and drive growth. We also assist with budgeting and forecasting to help you monitor performance, predict cash flows, and prepare for both planned and unexpected opportunities.

Payroll and 1099 Compliance

Run your payroll for W2 employees or issue 1099s. Avoid hefty penalties for non-compliance: staying on top of payroll tax liability and 1099 filing requirements is essential for businesses.