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Our Services


Management Consulting

We are here to help you with every aspect of your business- including operations, marketing, risk, compensation, tax, accounting and treasury functions. Whether you are a start-up, struggling business or looking to grow your successful business. 



From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping, reporting, planning, analysis as well as support on financial issues.



Whether you are an individual or business, we provide tax planning, tax return preparation and IRS representation. 


Our #1 goal is to make your business successful. We offer a free consultation to understand your specific needs and goals. Based on our preliminary assessment, we will develop a proposal on how we can specifically help your business succeed. Whether those needs revolve around overall risk, Marketing/Sales, Operations or Financial.

Management Consulting services


- Entity selection/restructuring and related setup/registrations

- Evaluation of basic internal controls


- Marketing/Public Relations/Sales strategies and implementation

- Brand recognition and reputation management 


- Product and/or service operations

- Internal (administrative) operations

- Capacity planning

- Developing realistic S.O.Ps (standard operating procedures) & Policies

- Optimizing Operational Efficiency and Effectiveness 


- Current Financial health check (profitability & cash flow)

- Assessment of accounting reporting

- Evaluation of Cost

- Long range forecast/budget of cash flow & P&L

Business Plans

- Short Form Business Plans

- Long Form (Comprehensive) Business Plans



Proper accounting, reporting and analysis is crucial to running a successful business. Without this data it is challenging to make informed management decisions. Financial Statements are needed for certain tax filings and also for obtaining a loan or line of credit. Let us help ensure that your accounting is in proper order to empower your business. 

Accounting Services


- Business Financial statement preparation (P&L, Balance Sheet, Cash flow & Equity statement)

- Personal financial statements


- initial business system setup

- evaluation of existing system setup


- inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis



"Our new constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes." ~ Benjamin Franklin

Whether you are an individual or a small business, let us be your guide for tax planning, tax return preparation and IRS representation if required. The IRS tax code and D.O.R. tax regulations are quite complex; Let us help ensure that you are not paying more taxes than required by tax laws. 

Tax Services

Tax Planning

- full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to meet your financial goals.

Tax Return Preparation

- basic individual/personal tax return preparation 

- basic married/personal tax return preparation

-basic children personal return preparation

- personal tax return with rental property and/or stock transactions

- personal tax return with small business (sole proprietor/single member LLC) 

- S Corp tax & Partnership tax returns

***Please note if there is disorganization of records/books, additional bookkeeping charges may apply.  

IRS Representation

- Federal, State & Local tax authority representation

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