Financial & Tax Services
1. Financial Services
- Internal Audit Services: Offering ongoing evaluation of a business’s internal controls, operations, and compliance.
- Budgeting and Cash Flow Management: Helps clients track income and expenses, set savings goals, and manage day-to-day financial matters.
- Risk Management: Identifying potential financial risks (e.g., market volatility, inflation) and developing strategies to mitigate them.
- Investment Planning and Management: Focuses on creating investment strategies and assessing risks to achieve financial goals.
- Investment Strategy: Personalized strategies for high-net-worth individuals to grow and protect their wealth.
2. Tax and Accounting Services
- Tax Preparation and Filing: Helps clients prepare and file their tax returns (personal, business, or corporate taxes).
- Tax Planning and Strategy: Offers advice on how to minimize tax liability through legal tax-saving strategies such as deductions, credits, and tax-efficient investment options.
- Tax Credit Services: Identifying and applying for eligible tax credits, such as the Earned Income Tax Credit (EITC) or credits for businesses, like research and development.
- Tax Compliance: Ensures clients meet their tax obligations according to local and state tax laws.
- IRS Representation: Assists clients with issues like audits, disputes, or appeals with the IRS or local tax authorities.
- Deductions and Exemptions: Ensuring all available tax deductions (e.g., for education, health care, home ownership) are utilized.
- Bookkeeping: Tracking day-to-day transactions, income, and expenses for businesses or individuals.
- Financial Statement Preparation: Helps businesses prepare income statements, balance sheets, and cash flow statements.
- Payroll Services: Manages employee wages, tax withholdings, and benefit deductions for businesses.
- Audit Services: Provides an independent review of financial statements to ensure accuracy and compliance with regulations.
