What we do



We offer Out-Sourced CFO and Virtual CFO Services as part of our top-end support services to businesses and Nonprofits. This is a tailored finance and accountancy consultancy role to provide strategic decision making and financial planning advisory services to organization’s management team and board of directors. Our Firm is able to leverage its expertise and decades of hands-on CFO and controllership experience to guide your organization best practices to managing its controllership and finance functions
Our CFO Service will be tailored to your organizational need and can include, but not limited to, the following solutions

Solution provided include:

  • Financial Planning and Strategy
  • Budgeting and cash flow planning
  • Oversight of client’s in-house Financial Controllers/or accountants
  • General Oversight of Accounting Function
  • Oversight of periodic external reporting
  • Over-sigh of any statutory financial statements audit and tax preparations
  • Investment strategy advice
  • Free tax planning and advisory consultation for the business owners
  • Business Growth and Expansion Strategy
  • Finance SME Representation of Business
  • Board Reporting
  • Power of Attorney Representation with the IRS

Tax Services

We have top-level expertise, training and qualifications and with vast experience in helping to complete complex tax returns and complete them correctly We have an in-house CPA on staff to review all tax return. We have particularly renowned for helping our clients optimize their tax affairs through our professional tax optimization service for IRS tax deductions and credits on their tax returns ensuring a maximum tax refunds for clients.

Our Tax Services include:

  • Tax Planning and Advisory
  • IRS Tax Resolution & Representation Services
  • Tax Preparation Services
  • Individual Tax Return
  • Corporation Tax Return
  • LLC & S-corporation Tax Return
  • Partnership Tax Return
  • Estate & Trust Tax Return;
  • Exempt Organization Tax Return;
  • Non-Resident Alien Tax Return
  • Tax Filing Extension and Amendments
  • Back-Taxes Resolution

The ever-evolving stream of changes to tax legislation means not only are returns becoming even more difficult to understand but also that tax payers risk of potential increased income tax bill and losing out on tax savings. Our professionals ensured that clients are well ahead of changes to these tax legislations through our effective tax planning and advisory services. We offer electronic filing services for all our federal and state tax returns services.

Request a quote

Ready to take the next step? Request a quote using the dialogue box below or contact our office directly where one of our professional staff will be happy to help you.


Follow us