Accounting & Bookkeeping
Payroll Processing
Bill Payment
Financial Statements
Reviews and Compilations
Federal & State tax preparation for individuals and businesses
Sales & Use Tax
Personal Property Tax Declaration
Tax dispute resolution
IRS Audit representation
Offers in Compromise
Payment Plan
Business Best Practice & Assurance
Cash Flow Analysis
Budget Development
Budget to Actual Analysis
Con
trols review
Processes & Documentation Review
Entity formation & structuring
Business & individuals Consulting & Planning
Business succession planning
Advice on employee benefits, pension, and profit-sharing plans
Analysis of buy-sell agreements
Education planning
Retirement planning
Estate planning
Other Services
Out Sourced CFO
Liaison / Manage key relationships (legal, insurance, banking, investment advisors, etc.) Divorce – consulting and assistance with discovery and financial matters
Systems implementation – (Extensive experience in Workday implementation and optimization)