Serving Our Community
Our group of advisors are ready to serve the community and provide quality service.
HABLAMOS ESPANOL
Our Small Business Services
Compliance
Compliance
Compliance
- Taxes: Personal, business, and corporate
- Knowledge: State and local tax compliance
- Requirements: Legally required corporate documentation
Management
Compliance
Compliance
- Bookkeeping: manage daily transactions
- Payroll: Management of payroll and taxes
- Planning: Reporting and advice to support growth
Advisory
Compliance
Representation
- Reporting: Help directors make informed decisions
- Capital Fundraising: Advice on seeking equity to help grow your business
Representation
Representation
Representation
- Examinations: Conducted by mail correspondence or in person interview with the Internal Revenue Service
- Audits: Representation on every level of the audit on all levels and all matters with the Internal Revenue Service
Tax Planning
Representation
Tax Planning
- Business: Tailored plan for current year or future year tax obligations based on current tax regulations
- Individual: Detailed tax analysis for retirement, extraordinary and future events
Active Credentials
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