Services

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 Our Individual Tax Services deliver accurate, stress-free filing with a detailed review of deductions, credits, and supporting documents. Whether you’re W-2, self-employed, or managing investments, we provide clear guidance, proactive planning, and confidence at tax time, with year-round support included. 

 Our Business Tax Services provide accurate federal and state filings for LLCs, S-Corps, C-Corps, partnerships, and sole proprietors, with a thorough review of deductions and compliance. We align your books with your return, guide estimated payments, and deliver proactive strategies to reduce surprises. 

 Our Specialized Tax Services support complex filings, multi-state issues, amended and prior-year returns, international considerations, and IRS/state notices with precision and clear documentation. We also provide cost segregation studies and real estate tax strategy to accelerate depreciation, improve cash flow, and reduce tax exposure. 

We provide accurate monthly bookkeeping, reconciliations, and organized financial reporting so you always know where your business stands. We deliver clean, tax-ready books, consistent close timelines, and clear insights that support smarter decisions and steady growth. 

 Our Fractional Controller services provide controller-level oversight without a full-time hire, strengthening your month-end close, reconciliations, and financial reporting accuracy. We implement GAAP-aligned processes, internal controls, and actionable dashboards so leadership can make confident decisions and scale. 

Our team of experts will analyze your business to identify areas of improvement and develop a tailored plan to unlock your full potential. We will help you optimize your operations, streamline your processes, and increase profitability.

We provide comprehensive project management services to help you achieve your goals on time and within budget. Our team will work with you to develop a project plan, identify risks, and manage resources to ensure successful project delivery.

 Our Operations Management & Process Improvement services streamline your workflows, eliminate bottlenecks, and build repeatable systems that improve efficiency and consistency. We document SOPs, implement performance tracking, and optimize tools and handoffs so your team can scale smoothly. 

 Our Virtual Assistant & Administrative Services keep your business organized and responsive by managing inboxes, scheduling, client follow-ups, document preparation, and day-to-day operational tasks. We streamline workflows, improve turnaround times, and free your time so you can focus on growth.