Our Services

We provide structured, GAAP-aligned financial reporting for businesses that require accuracy, clarity, and confidence in decision-making. Our work focuses on creating reliable financial systems that support compliance, growth, and informed leadership.

 Services include:

• Accounting system setup, cleanup, and optimization (QuickBooks)
• Ongoing financial oversight (monthly or quarterly)
• Bank and credit card reconciliation
• Financial statement preparation and review
• Budgeting, forecasting, and performance analysis

We provide forensic accounting services when accuracy, documentation, and defensibility matter. Our work supports attorneys, fiduciaries, and organizations facing financial scrutiny, disputes, or regulatory exposure.

Services include:

• Asset tracing and financial analysis
• Fraud detection and discrepancy review
• Litigation support and expert reporting
• Internal control evaluation
• IRA Asset Valuation Verification and third-party certification

We provide structured financial oversight for individuals, families, and fiduciaries who require consistency, accountability, and peace of mind. Our role is to bring order, visibility, and calm to complex or sensitive financial situations.

Services include:

• Ongoing cash-flow monitoring and reporting
• Expense oversight and budget management
• Financial organization and stabilization
• Support for caretakers, families, and fiduciaries
• Subscription and payment oversight

We provide tax preparation and IRS representation for individuals and businesses that need accuracy, compliance, and strategic guidance — not just filings. Our focus is resolving issues efficiently while minimizing disruption and exposure.

Services include:

• Current and prior-year tax return preparation
• Federal and state compliance
• IRS audit defense and full representation
• Resolution support for collections, payment plans, and penalties
• IRS Notice support through our IRS Notice Help Desk