Examples of Service Packages we provide to clients invested in their long-term growth are:

  • Advisory, tax, & business consulting
  • Cash flow analysis and planning
  • Entity structuring & planning, and business best practices
  • Technology training & consulting for small companies and other CPAs
  • Projections
  • Rental property structuring and planning
  • Tax Planning – topic specific
  • And many more advisory topics

* We provide tax, payroll, and other compliance services to clients as a separate Maintenance Package, but do not provide any of these services as stand alone.