Services

We provide proactive financial guidance and expert CPA services to help your business stay compliant, reduce taxes, and grow profitably.

Tax Services

Tax Preparation & Compliance – Providing complete, accurate and timely tax return preparation

Tax Controversy & Dispute Resolution

Tax Policy & Legislative Changes

Outsourced Accounting Services
G/L Management
AP/AR Processing
Account Reconciliation
Financial Reporting
Month End Close
Attestation & Assurance Services
Financial Statement Compilations
Financial Statement Reviews
Agreed-Upon Procedures
Revenue Recognition
o Financial Reporting
o Accounting Policy Development

Tax Advisory

Comprehensive Tax Planning
Year-End Tax Planning
Transactional Tax Planning
o Tax Structuring
o Tax Diligence
o Qualified Small Business Stock (Section 1202)
o Waterfall Allocations
Tax Projections
o Yearly Projections
o Transaction Projections

CFO Services

Financial Planning & Analysis
o Cash & Treasury Management
o Budgeting
o Forecasting & Modeling
o Expense Benchmarking
o Analytics & Analysis
Finance & Accounting Co-Sourcing
o Financial Close and Operational Accounting Processes
o Accounting Reconciliations
o Financial Statement Preparation
o Audit Assistance
o Training & Transition Planning
Finance Modernization
o Process Improvement
o Automation
o Data Analytics
o Technology Upgrades
o Cost Reduction
o Training
Technical Accounting

o Accounting Standards Implementation
o Event Driven Transactions
o Financial Statement Conversions

Industry Expertise: We specialize in construction & real estate businesses.
Proactive Approach: We don’t just look backward — we plan ahead.
End-to-End Support: From bookkeeping to tax strategy to CFO guidance, we handle it all.