One Solution for Tax and Accounting

Services Offered

Comprehensive Accounting

Offering monthly accounting and 401K services tailored to your business needs. We'll design and implement an accounting system customized to your organization, complete monthly accounting, and prepare monthly financial statements.

Retirement Planning

Strategic retirement planning to secure your financial future and maximize your savings potential. Explore self-directing your 401K for investments outside of the stock market including cryptocurrency, real estate, and alternative investments. Retirement contributions may significantly lower your current year tax liability. If you are an employer, let us help you select a retirement plan for you and your employees.

Ensure your financial reporting is timely, accurate, and in compliance with accounting standards. We can take the weight of financial reporting off your shoulders, enabling you to focus on your core business while ensuring your reporting needs are professionally managed. Analyze your financial performance indicators and compare industry trends

New Business Services

Real Estate offers significant tax advantages. The tax code incentivizes certain behaviors and owning property is one of them. I personally operate both long term and short term rentals and I'm excited to share how real estate can provide for tax savings and long term wealth. I can also guide you on Airbnb optimization and help you avoid common STR pitfalls

Real Estate Tax Strategies

Individual Tax Planning

Are you paying too much in taxes? How do know? Let us review your taxes and find out! Whether it's missed deductions year after year or you have opportunities to implement advanced tax reduction plans, we work closely with taxpayers to ensure that our recommendations are well executed and result in meaningful tax reduction when filing time comes.

Financial Statement Reporting

Startup services and planning for your business: Get your business off to the right start by ensuring that your entity is set up correctly with tax planning to fit your company. Including original SOS filings, EIN registration, accounting setup, and payroll processing. Choosing the right entity might be the single most important decision for tax liability.

Advanced tax strategies include self-directed 401(k)s, Roth 401(k)s, S-Corporation elections, 'backdoor' Roth contributions, cost segregation studies, PTE elections, 1031 exchanges, capital gains strategies, paying family members, and crypto taxation specialties. Let us assess your tax situation to identify the most effective strategies and work with you to implement.

Payroll and 1099 Compliance

Run your payroll for W2 employees or issue 1099s. Avoid hefty penalties for non-compliance: staying on top of payroll tax liability and 1099 filing requirements is essential for businesses. Determine reasonable compensation for owner/employees in your S-Corp.

Business Tax Planning

Whether you already own a business or are looking to start one, let me guide you on the essential tools needed to meet your goals. Your business provides great flexibility for tax reduction that will flow through to your personal tax return for Partnerships and S-Corporations.

Grow your business, not your workload! Learn from a real CFO with 10 years of experience in a highly regulated industry. We’ve been through the headaches of managing employees, streamlining processes, and forecasting for profitability and we will work with you to identify key focal points and answer the complex questions you should have!

Business Advisory