Services

What We Do

Tax Services

Tax Return Preparation and Filing

Small businesses S-Corp/C-Corp/LLC/Partnership

Families and Individuals

Estate & Trust

Claim Tax Credit

Claim tax credit such as R&D and ERC

Audit Defense

Resolve IRS related issues including Unfiled Returns, Penalties, Balances Due as well as Liens

Accounting Services

Outsourced Accounting

Payroll Processing

Sales Tax

CFO Accounting Services

Financial Statement Preparation (Profit and Loss, Balance Sheets)

Tax Planning

High Net Worth Clients

Help high net worth families achieve objectives of wealth preservation and growth through retirement planning.

Business Owners

Provide financial advices to business owners how to minimize expenses, maximize tax benefits, and make the best business decisions.