New Business Setup‎

Articles of Organization or Incorporation

Employer Identification Number (EIN)

S-Corporation Election      

Tax Exempt Status Filing For Non-Profit

Sales and Use Tax Account Registration 

Wage Withholding Tax Account Registration        

Unemployment Tax Account Registration


Cleanup of all general ledger accounts, post all adjusting journal entries, issue monthly financial statements and investor reports, year-end close, 1099 preparation and additional tailor-made best practice accounting services that will help regulate and benefit the growth of your business.


Sales ledger management, Purchase ledger management, Bank reconciliation, Credit Card reconciliation, Payroll, Inventory, Sales tax, audit report and many additional customized bookkeeping services based on your business needs.

Controller Services

Monitor the financial performance of the company, perform detailed review of monthly financial statements with CEO and COO, manage cash flow including providing weekly and rolling 3-month cash forecasts, Preparation of annual operating budgets and quarterly forecasting, ensure quality control over financial transactions and financial reporting.

Tax Return Preparation & Filing

Individual Income Tax Return  

Small Business Income Tax Return  

Partnership Income Tax Return

S-Corporation Income Tax Return

C-Corporation Income Tax Return

Organization Exempt from Income Tax (Form 990)

Amended Income Tax Return

Employer's Annual Federal Unemployment (FUTA) Tax Return

Annual Federal 1099 Filing   

Sales Tax Filing

Payroll Tax Filing

Tax Planning (Year Round) 

CFO Services

Our virtual CFO plan includes: Financial Planning and Strategy, Financial Reporting and Modeling, Financial Accounting and Compliance, Revenue Recognition Strategy and ad hoc services.

IRS Audit & Tax Problems

IRS & State Audit Representation 

IRS & State Collections Representation

IRS Tax Lien and Levy Relief     

IRS & State Non-Filing Issues    

IRS & State Back Owed Taxes   

IRS Offers In Compromise

IRS Appeals & Tax Settlement   

IRS & State Payment Plans  

Trust Fund Recovery Issues 

Payroll Tax, Sales Tax & Income Tax Problems

Consulting Services

Consultation services are available at the request of the client on specific issues, such as entity restructuring, cost-savings analysis, operations strategy, business growth and profitability.


Some examples of current and past industries that our resourceful team of bookkeepers, accountants, accounting managers, controllers and CFOs have worked in

  • Advertising & Marketing, Architecture & Design, Construction, Financial Services, Healthcare

  • Restaurants & Hospitality, Manufacturing & Distribution, Media & Entertainment, Nonprofits

  • Professional services, Real Estate, Retail & Consumer Products, Transportation, Technology