Accounting & Financial management

Full Accounting Services

  • Bookkeeping
  • Sales & Use Tax
  • Payroll
  • Federal Payroll Taxes
  • State Unemployment tax
  • Year-end Financial Statements
  • Business Tax Return, if applicable
  • Employee 401K Accounts

Part-time CFO service

  • Financial management policies
  • Internal control
  • Accounting Operations
  • Financial reviews
  • Billing & AR Management
  • Cashflows projection and management

Assurance Services

  • Financial Statement Audits
  • Financial Due Diligence
  • Asset Valuation
  • Agreed-upon Procedures

Tax services

Tax Planning


The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. 

There are three basic ways to reduce your taxes, and each basic method might have several variations. 

You can reduce your taxable income, increase your deductions, and take advantage of tax credits.

  • Reducing Taxable Income
  • Take Advantage of Tax Credits
  • Increase Your Withholding

Maximize Deductions

  • Home Office
  • Business Travel & Mileage
  • Bad Debt
  • Business Entertainment Expenses
  • Property Tax Expense
  • Sale of Home & Real Estate Tax paid
  • Charitable Contributions
  • Gambling Loss
  • Home Mortgage Interest
  • Union/Club/Moving Expenses
  • Tuition & Student Loan Interest
  • Work-Related Educational Expenses
  • Teacher Educational Expenses
  • Medical and Dental Expenses
  • Health Savings Account (HSA)
  • Individual Retirement Accounts (IRAs)
  • Capital Losses

Take Advantage of Credits

  • Earned Income Tax Credit
  • Child and Dependent Care Credit
  • Adoption Credit
  • Credit for the Elderly or Disabled
  • Saver's Credit
  • Foreign Tax Credit
  • Credit for Tax on Undistributed Capital Gain
  • Credit to Holders of Tax Credit Bonds
  • Low-Income Housing Credit (for Owners)
  • Premium Tax Credit (Affordable Care Act)
  • Health Coverage Tax Credit
  • American Opportunity Tax Credit
  • Lifetime Learning Credit
  • International Tax Treaty