Business Services
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Comprehensive Business Consulting & Tax Services
Expert Business Consulting Beyond Accounting
After many years helping clients manage their business as their CPA, I am now assisting businesses, both commercial and non profit, as a consultant after they finish with their accountant or if their current CPA cannot find the answer.
I look forward to working with you on the issues that keep you up at night....debt, staffing, reporting and banking.
General Business Consulting
We provide expert consulting services for businesses, both commercial and nonprofit, to help navigate complex financial and operational challenges. Whether you need strategic guidance after working with your CPA or require fresh insights, we offer tailored solutions to support growth and efficiency. A Certificate of Registration is available upon request.
Income Tax Preparation
Our tax preparation services cover both personal and corporate taxes, ensuring compliance and optimization of tax liabilities. We offer flexible pricing for additional tax services. Our expertise ensures that individuals and businesses receive accurate and efficient tax solutions.
Financing
Securing the right financing is crucial for business growth and stability. We provide expert guidance on funding options, helping businesses obtain loans, restructure debt, or optimize financial planning. Our goal is to ensure businesses have the necessary capital to thrive in competitive markets.
1031 Exchange Transactions
For investors looking to defer capital gains taxes, we provide expert assistance in 1031 Exchange transactions. Our team ensures compliance with IRS regulations while guiding clients through the process of selling and reinvesting in like-kind properties for maximum tax benefits.