Got a question? We’re here to help.
We offer a comprehensive range of services, including tax preparation, strategy and
planning, Trust taxes, Trust education, financial statement preparation, accounting
and bookkeeping, payroll processing, audit assistance, paralegal, executive coaching,
crypto consultation, government contract 8A certification and support, business entity
set up and business advisory services, . Our goal is to provide full-spectrum accounting
as wealth building and preservation support to individuals, small businesses, and
corporations.
Our team is composed of highly qualified and experienced accountants. They possess
a strong educational background and have extensive practical experience in
accounting and tax matters. We continuously invest in our team's professional
development and innovation to ensure we stay up-to-date with the latest industry
regulations, laws and best practices.
We work with both individuals and businesses. Our services cater to individuals who
require assistance with personal tax returns or financial planning, as well as
businesses of all sizes seeking accounting, tax, and financial management support.
Yes, tax planning is one of our core competencies. We can help you optimize your tax
position, minimize your tax liability, and develop tax strategies that align with your financial
goals. We specialize in Trust taxes as well. Our team is well-versed in current tax laws and
regulations.
Absolutely. We can assist with QuickBooks setup, customization, and provide training to
ensure you maximize the benefits of this popular accounting software. Our experts will
guide you on how to use QuickBooks efficiently and effectively for your business needs.
Protecting our clients' data is of utmost importance to us and is one of our core values
under “Integrity”. We have strict security protocols in place to ensure confidentiality. Our
systems and networks are equipped with industry-standard encryption and firewalls, and
our team members adhere to strict privacy policies and confidentiality agreements.
Our fees are tailored to the specific needs of each client and the scope of services
provided. We typically utilize transparent pricing models based on the complexity and
time required for the engagement. We offer competitive rates and provide detailed fee
quotes before initiating any work.
Our accounting firm differentiates itself through our commitment to personalized
service, attention to detail, and proactive approach. We prioritize building long-term
relationships with our clients, offering customized solutions tailored to their unique
needs. Our team is responsive, reliable, and dedicated to delivering quality results.
Getting started is simple! Reach out to us either through our website, phone, or email
to schedule an initial consultation. During the consultation, we'll discuss your specific
accounting needs and how we can assist you. From there, we'll work together to
develop a tailored plan to address your accounting and financial requirements.
Yes, we are a licensed and registered accounting firm. With a (CLO) Chief Law Officer
Bared in 48 states. We adhere to all professional and ethical standards set forth by the
relevant regulatory bodies. Our certifications and licenses can be provided upon
request, and we are committed to maintaining the highest level of integrity and
professionalism in our practice.