The firm provides a comprehensive suite of financial services categorized into several key areas: Tax Services: Includes business and individual tax preparation, strategic tax planning, gift and estate taxes, and nonprofit forms. Accounting & Financial: Ongoing support through bookkeeping, financial statement preparation, and bank/credit card reconciliation. Advisory & Business Services: High-level support such as Fractional CFO services, cash flow planning, business formation (LLC & EIN), and state licensing. Attestation: Specialized reporting often required by lenders or investors, including Audits, Reviews, and Compilations. Specialized Support: Financial due diligence for M&A (mergers and acquisitions) and lending support, such as P&L statements for loan applications.

Phone: (703) 637-8699