Select Page

Our Services

Business Management

Our Business Management team provides a range of financial, administrative and consulting services. Our goal is to relieve clients of the burden of routine money matters and ensure their long-term financial well-being. We do not provide a one-size-fits-all type of service. Each of our clients are individuals, businesses, and organizations that require a unique and custom approach to their accounting, and financial management needs. We work with high-net-worth individuals, musicians, actors, comedians, and business professionals. Our expert team understands your industry and is ready to help you achieve your goals. Our business management services are based on coordinated teamwork and the shared values of communication, honesty, consistency, transparency and a passion to succeed.

Business Management Services include but are not limited to financial planning and analysis, investment planning and analysis, federal and state income tax planning and compliance, budgeting and cash flow analysis, purchase and acquisition of major assets, analysis of major business transactions, check writing and recording of all receipts and disbursements.

tax preparation & planning

We will prepare your personal or business income taxes quickly. We will handle all of the details, so you don’t have to. Our tax preparation services include but are not limited to annual tax return preparation and planning, amended return preparation, and delinquent return preparation.

Tax Management

Our tax professionals are all Enrolled Agents who are licensed by the IRS to represent taxpayers. We will work with the federal and/or state tax agency to resolve your tax issues.

If you are facing an audit, we will work with you to develop a strategy to defend your position. We will assist you to prepare all documents requested by the taxing authority and attend all meetings and handle correspondence your behalf.

If you are in collections, we will work with the collection agency to release, bank or wage levies; prevent the seizure of your real or personal property; negotiate an installment agreement or offer in compromise; or request an abatement of penalties to reduce your overall tax liability

“Come as strangers, leave as friends.”