Offering financial solutions for you and your business
Audit & Assurance
With deep expertise in serving homeowner associations, we understand the unique financial and operational challenges HOAs face. Our in-depth knowledge of industry regulations and best practices enables us to deliver tailored Audit and Assurance services designed to promote transparency, ensure compliance, and uphold financial integrity. From managing reserve funds and collecting assessments to planning future improvements, we provide meticulous oversight to ensure your financial records are accurate and adhere to industry standards. Our approach builds trust among board members and homeowners, and support sound financial decision-making.
- Financial statements audit for HOA and non-profit organizations
- Review and compilation services for various industries
- Employee benefit plan audits (EBP)
Bookkeeping & Payroll
We know small business owners have countless responsibilities. That’s why we provide reliable bookkeeping and payroll services to help you stay organized, save time, and focus on growing your business. Take the stress out of managing your business's financial operations. Our customized solutions ensure your financial processes run smoothly, giving you peace of mind and the confidence to make informed decision.
- Comprehensive bookkeeping services
- Annual and monthly financial statement
- Support for tax preparation with well-organized financial records
- Payroll solutions for employees and contractors
- Quarterly and annual payroll tax filing
- Year end W-2s and 1099s
Tax Planning & Compliance
We provide comprehensive tax planning and compliance services to help individuals and small businesses minimize tax liabilities and stay compliant with ever-changing tax laws. We understand that effective tax management is a cornerstone of financial success for both individuals and small businesses. Navigating complex tax laws can be overwhelming, but with our expert guidance, you can ensure compliance, minimize tax liabilities, and strategically plan for the future.
- Individual Tax preparation
- Business tax preparation
- Non-profit organization tax preparation
- Estate and Trust Tax Services
- Tax Planning
- IRS audit
- Payroll tax
Business Management & Family Office
We specialize in providing tailored Business Management and Family Office Solutions designed to simplify and optimize your financial life. We handle everything from financial administration, bill payments, and cash flow monitoring to strategic planning, tax optimization, and legacy preservation. With our expertise, you gain a trusted partner dedicated to simplifying the complexities of wealth and business management while ensuring transparency, accuracy, and compliance every step of way.
- Bill payment, Cash Flow Management and expense tracking
- Financial Reporting & Analysis
- Tax Planning & Compliance
- Estate & Legacy planning
- Entity Structure & Compliance
- Vendor Management
Tax Exempt & Sales Tax Recovery
With our specialized expertise in the HOA industry, we help organizations and businesses navigate the complexities of tax-exempt applications and sales tax recovery. Whether you're a nonprofit seeking tax-exempt status or an association looking to recover overpaid sales tax, our experienced team provides the guidance and support necessary to simplify the process and maximize your savings.
- Tax-exempt application
- Ongoing compliance support to maintain tax-exempt status
- Overpaid sales tax recovery