Tax Services for the Sophisticated Taxpayer
We work closely with our clients to create personalized approach to their individual tax needs.
SERVICES
We know that taxes can be stressful for everyone, especially those with complicated tax positions. As a trusted advisor, we help these people stay compliant and make the best short- and long-term financial decisions.
SERVICES WE OFFER
Tax Preparation and Compliance Services
Stay current with federal and state tax filings and avoid the stress and pitfalls of falling behind.
Payroll Tax and Management
Simplify payroll with direct deposits, a portal for pay stubs, 1099s, and W2s.
Tax Planning and Consulting
Develop the best strategies to optimize the tax code for your benefit.
Business Entity Selection
Select the appropriate structure for your business needs to gain the best tax advantages.
Sales Tax Management
Ensure accurate and efficient sales tax collection and remittance so you can stay compliant.
CFO and Family Office Services
Outsourced CFO and Family Office services help accelerate growth and drive profits at a fraction of the cost.
How We Work
Remote. Secure. Safe.
CONTACT US
We’d love to discuss the opportunity to develop a strategy to maximize your tax position. Fill out the form below to get started.