Accounting & Tax

While accounting and tax services have traditionally been focused on historical data, we strongly believe a forward-looking analytical approach is a vital strategic driver of business growth.

Build a Solid Financial Foundation

We start with an initial review of your company’s books and records, and then evaluate the policies, procedures and internal controls to ensure the integrity of the financials. This helps our clients build a clear and consistent financial reporting system to make better decisions. This system also provides us with a platform to execute a robust year-round tax management program.

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Areas of Focus

Integrated Financial Management

Financial Reporting & Stewardship

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Budgeting & Forecasting

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Outsourced CFO

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Reviews & Compilations

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Tax Compliance

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Tax Planning & Management

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Sales & Use Tax

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Create an Optimal Tax Plan

Our experts work with you to identify the best strategies to mitigate and defer taxes. These include selecting the most advantageous tax methods of accounting, existing tax rules, and regulations to achieve optimal results. For example, many companies use the cash method of accounting to accelerate current year tax deductions and minimize current year gross receipts. Also utilizing different options of accelerated tax depreciation and amortization is an essential and powerful planning tool. A plan should be developed focusing on not just the current year but future years as well.

Accounting and Finance Services

We provide excellent accounting and finance services to showcase your business's value accurately. Our GAAP-compliant financials highlight growth, serving lenders, investors, and buyers. Our assurance services, including reviews, communicate results to stakeholders. Regular peer reviews from an external CPA firm endorsed by PICPA ensure adherence to AICPA guidelines.

Ongoing Tax Planning Strategies

Unlike most firms that tackle income taxes late in the year, we excel in year-round tax liability management, optimizing timely tax planning. Whether you're a business owner of an S Corporation, C Corporation, Partnership, or LLC, we understand that both business and personal tax planning are intertwined. With extensive experience, we've crafted strategies to reduce liability and secure your future.

Sales and Use Tax Services

Whether your business operates online or in-person, locally or across state borders, navigating sales and use taxes can be complex. State revenue efforts can lead to aggressive taxation approaches, making it vital to collaborate with experts well-versed in state tax laws.

Let's Start a Conversation About Your Financial Future

Whether you’ve started scaling your company, are looking for an exit opportunity, or planning for your family’s financial future, we can help you take the next best step.

Discover Extraordinary
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