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Financial Reporting

  • Bookkeeping
  • Payroll
  • Prepare & Analyze Financial Statements
  • Non-income Tax Reporting reporting
  • Property, Sales, County, City Taxes
  • 1099s
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Tax Preparation

  • Business Tax
  • Individual Tax
  • Estates and Trust
  • Non Profits
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Tax Representation

  • Audits
  • Resolution
  • Back Taxes
  • Offers in Compromise
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Administrative

  • Human Resources
  • Corporate Formation
  • Corporate Dissolution
  • Corporate Minutes
  • Business Licenses
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Financial Management

  • Outsourced Controller
    • 10 - 25 million tech companies)
  • Outsourced CFO
    • 5 startups - 4 sold into larger entities
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Planning

  • Business Plans
  • Modeling
  • Projections
  • Individual and Family Planning