Strategy Session

We start off with a Strategy Session to get a better understanding of your business and how things are currently being handled.

We ask specific questions that are designed to give us a big picture view of your business. This allows us to quickly pinpoint strategies that are currently being overlooked and different areas that we may provide additional value. The main objective of the call is to discover enough tax savings to make working with us a no brainer.

Strategic Tax Planning

  • Entity Optimization
  • Maximize Deductions
  • Retirement Planning
  • Legal Loopholes
  • New Legislation
  • Niche Strategies
  • Advanced Strategies

Accounting & Tax

  • Tax Preparation
  • Bookkeeping
  • Year End Close
  • Monthly or Quarterly Reviews
  • Tax Notice Resolution
  • Audit Support

Outsourced CFO

  • Margin Analysis
  • KPI Tracking
  • Cash Flow Forecasting
  • Budgeting Targets
  • Financial Planning

Let’s discuss your situation


It’s easy. Choose an available time and date that works best for you.