Enterprise
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About
Explore expert accounting services with personalized care tailored to you
We are a small boutique firm with over 40 years of experience servicing a wide array of industries and can offer expertise not found in many other firms. We have extensive experience servicing high net-worth individuals and industries such as manufacturing, shipping, medical services, high tech, government contracting, construction, independent contractors, wholesale, retail and other professional services.
Our approach centers on fostering open and honest connections with our clients, guaranteeing they remain well-informed at every stage of their journey.
Services
Virtual CFO
Tax Preparation
Tax Planning
Accounting IT Services
IRS Representation
Management Advisory
Our firm excels in offering a wide array of professional services tailored to address various challenges effectively.
Whether you require assistance with tax preparation or planning, starting a new business, financial planning, implementation & support for accounting software, we will provide personalized and effective business strategies tailored to your needs.
Client Solutions
This is a small list of some solutions we can provide to our clients.
We are QuickBooks certified in Enterprise & Desktop.
Individual
- Consulting for new individual business startups
- Best pension options for sole proprietors
- Government audit representation and assistance in settling tax obligations
- Preparation of complex individual, multi-state returns
- Provided consultation for generational business transfer
- Planning for client's life events (college, home buying, retirement)
- Tax planning to avoid surprises due to changes in income
Business
- Preparation of business returns including consolidated corporations, unitary groups, multitiered partnership, multi-state returns
- Preparation of business plans
- Consulting for capital raises through bank, venture capital, private equity
- Consulting for clients to help select best entity type for their needs and avoid the pitfalls of new business organization
- Accounting software setup/training/cleanup
- Custom database solutions taylored to address unique client needs
- Preparation of financial statements for loans, investors and stockholders