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Services

Business Formation

 

Let's make your business official.

Whether you're ready to form or still deciding, we've got your back.

  • LLC

  • Corporation

  • Non-Profit

  • Entity name reservation

  • Federal Tax ID (EIN)

  • State Tax ID

  • Sole proprietorship  

Fractional CFO

  • Strategic Financial Direction

  • Business Planning and Forecasting

  • Financial Analysis

  • Annual Budget

  • Cash Flow

  • Cost Analysis

  • Profit & Lost Analysis

  • Cost & Profitability Optimization

  • Growth Decision Support

  • Executive Reporting​

  • Coordination with Accounting and Tax - Aligns Financial strategies with tax and accounting.​

Business Plan

  • Initial Assessment

  • Structure and Organization

  • Financial Projection

  • Marketing and Sales Strategy

  • Operational Plan

  • Financing Strategy - Application Preparation for Banks & Investors

  • Tracking results and Strategic Adjustments.  

Bookkeeping

 

We offer reliable Bookkeeping services so you can get accurate accounting results. In other words, we keep the day-to-day financial records of your company in order, so you can use your actual data to to make smart, informed decisions for the future.

Preparation of Income Tax Returns for individuals

 

  • Forms 1040 Individual Income Tax 

  • Form 1040NR Individual Non Non-Resident Tax

  • Form 1040X Amended Individual Income Tax.

Administrative Services

 

  • Document Management 

  • Operational process

  • Billing and Collections

  • Customer and Vendor Relations

  • Inventory and Resource Control

  • Basic Reporting & Analysis

Payroll

 

It is an important service to help you on your payroll, in partial or full-service, covering all aspects or your workers payments.

Full-service Payroll process  will fulfill all payroll requirements  and regulations related to your business.

Small business tax preparation

 

  • Self-employed

  • S Corporation

  • C Corporation

  • Partnership

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