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Services Provided
by Our Partners
Core Accounting & Compliance
Advisory &
Fractional CFO Services
Services & Solutions
- Tax Strategy
- Strategic Consulting
-Notary Services
Deliver full -cycle tax preparation, planning and compliance for non profit, corporate and individual clients.
Advise clients on cost-reduction strategies and profit maximization.
- Personal Financial Statements
- Financial Reporting
- Risk Assessment
- Financial Planning
Formulate balance sheets, P&L statements and cash flow forecasts to guide executive decisions.
Evaluate client financial structures to identify liabilities: implement internal controls and general ledger clean up services.
- 401K & Retirement Planning
- Regulatory Compliance
- Software Integration
- Estate & Gift Tax Planning
- New Business Set-up and Incorporation
Manage quarterly tax filings and local/federal regulatory compliance.
Software Integration: Migrate clients from legacy systems to cloud platforms like QuickBooks Online, Xero and Aplos.
- Staffing Solutions
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