Welcome to our sevices
Explore a comprehensive range of services tailored to meet your needs.
Services
For Individuals
Embark on a journey to achieve sustainable personal goals with our tailored financial strategies, securing your future aspirations.
For Business
Unlock financial understanding, foster growth, and gain peace of mind with our comprehensive business solutions. From analysis to planning, we empower businesses to thrive.
For Athletes & Entertainers
Experience financial education, simplicity, and peace of mind with easily accessible financial information.
Accounting
From QuickBooks online setup to annual budgeting, we’ve got you covered.
1.QuickBooks online setup
2. Monthly bookkeeping
3. Bank/credit card reconciliations
4. Financial Statement Reporting
5. Financial explainer covering business financial performance.
6. Financial comparatives explanations
7. Annual adjusting entries, if applicable.
8. Sales tax set up in QB, if applicable.
9. Year-End Reporting package
10. A/P Management and implementation and pay bills.
11. A/R Implementation
12. Cash flow projections
13. Annual budgeting
Tax Services
Benefit from tax advisory support, quarterly estimated tax calculations, and more.
1. Tax Advisory support
2. Semiannual tax planning
3. Custom Quarterly Estimated Tax Calculation
4. Individual Tax Return Preparation
5. Partnership Tax Return Preparation
6. K-1 preparation for each partner
7. Corporate Tax Return Preparation
8. K-1 Preparation for each shareholder
Compliance & Other
Stay compliant with W-9 collection, 1099 NEC filings, and Beneficial Ownership Information Reporting (BOI).
1. W-9 Collection
2. 1099 NEC Filings
3. Beneficial Ownership Information Reporting (BOI)
Family Office/Concierge Service
Enjoy comprehensive tax and accounting services along with tailored financial goals and organization services.
1. Includes Tax and Accounting services package listed above.
2. Financial Goals Service
· Assess current financial condition.
· Coordinate plan implementation with appropriate subject matter experts.
3. Financial Organization Service
· Prepare financial reports annually or upon request.
· Record, report and examine cash flow.
4. Day to Day Management Service
· Facilitate the lending process with any related parties.
· Pay bills.
· Receive and organize bills.
· Complete daily financial transactions
· Manage bank records.