Giving individuals & businesses a vision of their financial and tax pictures

Services

Accounting and tax support for individuals and small businesses.


Accounting

  1. Accounting set up and linking bank accounts to accounting systems

  2. Bookkeeping services

  3. Creating accounting files, processes, and reconciliations

  4. Creating financial statements reporting

  5. Annual goals, budgeting/planning

  6. Cash flow/cash projections



TAXES

  1. Tax preparations individuals, business, estates, trusts, etc. (e.g. Form 1040, 1120, 706, 1041, etc.)

  2. Tax consulting/strategies

  3. Tax planning



REAL ESTATE

  1. Evaluation and analysis of real estate capital gains, 1031 Exchange, etc, pertaining to sale.

  2. Assistance in evaluation of real estate purchases, depreciation, cash flow, and tax implications.

  3. Analysis of real estate tax strategies





BUSINESS STRUCTURE

  1. Evaluating appropriate business structure

  2. Creating business entities (e.g. Corporation, LLC, LLP, etc.) and obtaining Tax IDs

  3. Assisting with annual business entity renewal/reporting compliance requirements