Services

What I do

Accounting Services

Outsourced Accounting

Focus on growing your business while we handle the numbers. Our Outsourced Accounting Services offer businesses a cost-effective and efficient alternative to in-house bookkeeping and finance functions. Whether you’re a startup or a growing enterprise, our experienced accountants act as your virtual finance team—providing accurate, timely, and compliant financial records.

Our Outsourced Accounting Services Include:

Day-to-day bookkeeping
Accounts payable/receivable management
General ledger maintenance
Payroll processing
Monthly/quarterly/annual financial reporting
Budgeting and forecasting support
Bank and credit card reconciliations
Financial analysis and insights

Why Choose Us?

Reduce overhead costs
Gain access to expert accounting professionals
Ensure compliance with regulatory standards
Scalable solutions tailored to your business needs
Secure cloud-based systems for easy access and collaboration

Compilations

We provide Compilation of Financial Statements tailored for businesses that need organized, presentation-ready financial reports without the requirement of assurance services. Our team compiles your data into standard financial formats—ensuring your statements are clear, professional, and ready for internal or external stakeholders.

Our Compilation Services Include:

Preparation of balance sheets, income statements, and cash flow statements
Formatting financials in accordance with applicable accounting frameworks (e.g., IFRS, GAAP)
Notes to financial statements (as required)
Supporting schedules and documentation

Ideal For:

Small to medium businesses seeking professional financial reporting
Companies preparing for bank loans, investor reviews, or regulatory submissions
Businesses transitioning from manual records to formal accounting systems

Tax Services

Individual Tax Services

Your life changes—so should your tax strategy. From employment income and investments to rental properties and capital gains, we help individuals file accurate tax returns while minimizing liabilities.

Our Services Include:

Preparation and filing of individual income tax returns
Tax planning and strategy to reduce future liabilities
Guidance on deductions, exemptions, and credits
Support for freelance, contract, and gig economy income
Audit support and IRS representation, if needed

Why Us?

Personalized tax strategies based on your lifestyle
Compliance with all current tax laws and regulations
Year-round support—not just during tax season

Corporate & Partnership Tax Services

Managing taxes is essential to a company’s bottom line. We offer specialized tax services for corporations, LLCs, partnerships, and other business entities—ensuring accurate filings, strategic planning, and full compliance.

Our Services Include:

Corporate and partnership tax return preparation (Form 1120, 1065, etc.)
Tax structuring and entity selection advice
Quarterly estimated tax planning and filings
Business deductions and credit optimization
State and federal tax compliance
IRS correspondence and audit assistance

Benefits:

Minimize tax burden while staying compliant
Strategic guidance tailored to your industry and goals
Full-service support from startup to expansion

Estate & Trust Tax Services

Planning for the future takes more than a will—it requires careful tax strategy. Our Estate & Trust Tax Services help families and fiduciaries manage tax obligations related to wealth transfer and legacy preservation.

We Help With:

Preparation of estate (Form 706) and trust (Form 1041) tax returns
Tax planning for high-net-worth individuals
Guidance on charitable giving, asset transfers, and gifting
Coordination with legal and financial advisors
Ongoing compliance and filing deadlines

Why It Matters:

Reduce estate and inheritance tax liabilities
Ensure accurate distribution and reporting
Peace of mind for families and fiduciaries

Financial Advisory

Mergers & Acquisitions

From due diligence to deal closure, our Mergers & Acquisitions Advisory ensures you make confident, value-driven decisions. Whether you’re buying, selling, or merging, we provide the strategic and financial insights needed to execute successful transactions.

Our M&A Services Include:

Target identification and evaluation
Business valuation and financial modeling
Due diligence (financial, operational, tax)
Deal structuring and negotiation support
Integration planning and post-deal strategy
Coordination with legal and regulatory teams

Why Partner With Us?

Deep industry knowledge and market insights
End-to-end support throughout the transaction lifecycle
Focus on risk mitigation and long-term value creation

Financial Crisis

When financial stability is threatened, quick and strategic action is vital. Our Financial Crisis Advisory services help businesses and individuals navigate financial distress, liquidity challenges, and restructuring needs with clarity and confidence.

We Offer Support For:

Cash flow and liquidity management
Business turnaround strategies
Debt restructuring and renegotiation
Creditor communication and support
Insolvency advisory (preparation, avoidance, or response)
Strategic reviews and viability assessments

Our Approach:

Fast, focused, and practical
Confidential and client-centric
Designed to restore stability and protect long-term interests