We offer services like Business Mediation, Price Consulting, Profit First Advisory and drive your business to profitability and you – to more cash in your bank!
With tech innovations our lives have inadvertently become faster, and, therefore, more demanding. We can no longer be just accountants or tax people. Progress in technology and in ways people do business over the past decade has transformed the accounting industry forever. We have transformed our business into being agile and technology-driven, and we believe in bringing VALUE and VIP service to YOU. We explore tax and business strategies to grow your wealth and protect your assets. We have the experience to help your start up impress potential Angel Investors or Venture Capitalists with your business plan projections.
Contact us via a specialized procedure we provide only to VIP clients.
Our cloud platform permits 24/7/365 immediate & auto encrypted access to all documents, filed & communication with email-notify.
We send you video notes so you’ll get precise and on point information right on your device. No more mis-reading, mis-interpreting or long email explanations from us. This saves time for you and us!
We utilize the latest technology solutions that make your business and your life most efficient. Good systems don’t require as much time and effort, and make your life so easy. We will find the right solution for you.
How many emails do you plow through daily? It’s distracting and inefficient. Our technology notifies you directly and immediately, and we use importance Scale to alert you to what can wait and what must be addressed immediately.
Our firm places a huge value on your time. So with any device, you can see, hear and conference with us in real time.
Is it your CPA’s job to think proactively? Well… It’s usually not. In a typical accountant relationship, you pay for tax preparation, and planning for the tax payment (aka Tax Projection). Tax planning requires additional knowledge and training, and IS a separate and distinct service. We are trained and certified in proactive tax reduction planning and bring our expertise to you. It’s a standalone service, or can be a part of an ongoing engagement. Either way, there is no risk and you don’t have to leave your current CPA!
For PEOPLE, we squeeze every penny of tax for YOU, the right way. For BUSINESSES: we work hard on the BEST possible tax strategy for your business to optimize tax savings available to you. Our approach is being proactive and forward thinking, which we believe to be critical.
We offer a wide range of services to make sure that YOU are focused on YOUR business. We can manage your day-to-day financial matters for you or we can help you get set up and handle it yourself. We provide valuable Controller services to help you stay on top of your numbers. We will teach you to NOT be afraid of your business dynamic and always have an action plan. Our outside CFO services will help you manage your day to day cash fluctuations and make sure that your rapid growth doesn’t cut you short of success.
We also offer Business Mediation for you and your partners and/or clients to positively move forward!
We are very experienced in handling issues related to FATCA. Since all “tax residents” of the US are obligated to report their financial assets to the IRS, in recent years it has become a very “hot” issue. It’s not as much about income you generated (or didn’t generate), as it is about DISCLOSURE. The IRS is big on that. They care about you! 🙂 We can help bring those matters up to date, deal with the IRS, petition to reduce or abate penalties for YOU.
You need someone experienced and reliable to make sure your business fulfills all tax-related requirements. Moreover, do you know how Transfer Pricing, PE, Related-Party rules apply to you? Are you certain that the type of business you selected is the best way to pay the least legal amount of tax? When you open a branch abroad, make sure you are on top of your required disclosures. We are here for YOU.
Sales Tax Nexus has been a hot topic for some time now. And while there are many services out there, which promise to provide guidance, make sure they actually do that, and not just keep on registering you in every state without doing some legwork. We have worked with a few clients, whose CPA’s never asked them of the whereabouts of their inventory. Inventory in a state creates Physical NEXUS! Talk to us. We listen and pay attention.
Having been in bookkeeping and then accounting since 2005, I’ve worked with various software packages like QuickBooks, PeachTree, NetSuite, Mint, Microsoft Money and Quicken, and that doesn’t include any tax packages. I’ve seen many applications significantly improved and made exceptional, while others are no longer used and are out of business. It’s true that technology
Most people have never considered having a will – and it’s too bad. Common misconception is that one has to have “something”, some sort of property, money in the bank to need a will. Consider this: a young couple has no property and lives from paycheck to paycheck, but they have a small child whom
I’ve been asked many times whether everyone should have an accountant do his/her taxes. The answer is: it depends… There are many people with just one/two W2 forms – for you, Turbotax Online is best – it’s free, quick and easy. They have a cap, though, as to how much you have to make to
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