Our services
Taxation and Bookkeeping
Tax Services
- Tax Return: Individual tax, Sales tax, Income tax and other tax returns.
- Tax Planning and Consulting: Tax planning, optimization and consulting services.
- Tax Compliance and Reporting: Tax compliance, reporting and registration services.
Payroll
- We offer payroll services that are tailored to exempt, non-exempt, leased, or independent contractors.
- W-2s and 1099s
- Payroll reporting compliance (940s, 941s, and 944s)
- Payroll taxes as per IRS Standard
Bookkeeping
We use QuickBooks and Xero software for bookkeeping services.
- We use QuickBooks and Xero software for bookkeeping services.
- Company Set-up
- Bookkeeping and Catchup
- Bank reconciliation and Credit Card reconciliation
- General ledger review
Forensic and Investigative accounting
We offer basic-level forensic accounting and fraud analysis in financial statements. We are specialized in that field that uses investigative methods to identify fraud and financial crimes.
We are offering our services as follows:
- Asset Misappropriation in the Financial reports
- Trace and divide assets in divorce cases
- Fraudulent activities by employees and employers
- Corruption in accounting data
- Employee theft
- Insurance fraud
- securities fraud
- kickbacks
Tax Compliance
Preparation for Tax Season:
The accuracy of our accounting records, which are in accordance with GAAP standards, makes it easier to prepare tax returns and ensure compliance. Reducing the risk of audits and penalties.
Maximizing Deductions:
Precise and comprehensive bookkeeping enables businesses to effectively monitor their expenses, which can lead to a reduction in taxable income and an increase in potential refunds.
Finance
Financial management
- The financial health of small and medium-sized businesses is greatly impacted by financial management.
- Business Income and Expenses A business is made up of two important elements, income and expenses. Our accurate calculation of income and expenses and compliance with GAAP standards ensure that all transactions are appropriately accounted for and give a clear picture of the businesses financial.
- Avoid errors in Financial Records: We ensure that all transactions are recorded accurately and minimize errors, while also maintaining accurate financial books and reducing discrepancies or compliance issues.
- Business Budgeting: By analyzing historical data, we assist business owners in creating realistic budgets that guide them in allocating money correctly.
- Financial Analysis: Our periodic analysis of the financial records of the business ensures the business owners stay updated on necessary financial planning for the future.
- Merger and Acquisition: Corporate merger, acquisition and restructuring services.
- Corporate Restructuring: Corporate Restructuring, including debt restructuring, equity
- Financial Modeling: Financial modeling, including financial forecasting, planning and analysis.
- Risk Management: Risk management, including risk assessment, mitigation and monitoring.
Financial Services in Investment and Risk Management
We offer comprehensive financial services in investment and risk management, both internally and through our external partners, to serve the interests of our clients. Successful financial planning encompasses more than merely selecting appropriate investments. Our aim is to enhance your wealth; thus, your financial landscape—including investment strategies, taxation, insurance, retirement, and estate planning—must be integrated into a cohesive framework.
Investment Planning
Investment planning entails the process of determining your financial goals and systematically arranging your financial assets to realize those objectives. It is essential to evaluate your present financial circumstances alongside your future aspirations. Additionally, establishing a timeline and assessing your risk tolerance are crucial steps in determining the most suitable asset allocation for your needs.
Mutual Funds
Mutual funds typically provide advantages for investors seeking diversification. They present opportunities for both growth and income, although associated risks are present. It is essential to select funds that align with one’s financial objectives and risk tolerance to optimize potential benefits.
Investment in Bonds
Bond investors, commonly referred to as bondholders, receive compensation for providing their capital in exchange for a commitment to repay the principal amount (the original investment) on a specified future date (the maturity date), along with regular coupon or interest payments.
Personal Insurance
Personal lines insurance refers to any kind of insurance that covers individuals against loss that results from death, injury, or loss of property. Insurance of human life values against the risks of death, injury, illness or against expenses incidental to the latter.
Industrial Insurance
Industrial insurance serves as a protective measure for businesses and their workforce against a range of risks and liabilities. It also provides coverage for employees who sustain work-related injuries that hinder their ability to work and generate income.
Retirement planning
Retirement planning involves determining the financial resources required for a comfortable retirement and systematically saving and investing to meet that objective. It also requires considering elements such as anticipated costs, present earnings, and prospective inflation in order to develop a comprehensive long-term savings plan.
Why Choose Us
Our Professionalism and Credibility
Credibility is bolstered by professionalism. Our services have always been designed to demonstrate our genuine concern for your business needs.
Trust
The trust of our relationship with our clients is enhanced by maintaining organized and precise financial data, which strengthens their trust.
Privacy
Your sensitive financial data is something we are responsible for. Your business’s privacy is of utmost importance to us.
Time Management:
We adhere to the IRS’s and GAAP’s requirements. We maximize our time and complete assignments on schedule without incurring fines.
Free expert advice
We offer expert advice tailored to businesses of all sizes, empowering them to achieve their goals with confidence. Whether you’re a small startup or an established enterprise, our dedicated team provides customized solutions to meet your unique needs. Take the first step toward success today