Our Services
Accounting & Financial Reporting
We provide accurate, GAAP-compliant financial reporting that supports your business goals and compliance requirements. Our services include:
- QuickBooks setup and training
- Monthly and quarterly bookkeeping
- Bank and Credit Card Reconciliation
- Financial statement preparation
- Budgeting and performance analysis
Forensic Accounting & Fraud Investigation
When financial truth matters, we uncover it. We assist attorneys, businesses, insurance companies, and individuals in:
- Tracing assets and analyzing financial misconduct
- Identifying discrepancies, fraud, or embezzlement
- Providing litigation support and expert witness reporting
- Conducting internal control evaluations
Money Management & Financial Oversight
Money Management & Financial Oversight
Money Management & Financial Oversight
We help you manage your money with purpose and control:
- Personal and business cash flow monitoring
- Expense tracking and budgeting
- Financial goal setting
- Oversight for caretakers, families, and fiduciaries
Tax Preparation & IRS Representation
Money Management & Financial Oversight
Money Management & Financial Oversight
From routine filings to complex disputes, we provide trusted support for individuals and businesses. Our services include:
- Current and prior-year tax return preparation
- Federal and state tax compliance
- Tax planning to minimize liabilities
- IRS audit defense and dispute resolution
- Representation in collections, payment plans, and penalty relief