Professional CPA Services

Financial experts focused on helping you optimize your tax savings

Find Out How

What we can do
for you

Tax Planning & Outsourced CFO Services

01

Accounting &
Outsourced CFO
Services

  • Bank Reconciliation & Month End Close
  • Review AP, AR, Payroll, Expense Tracking
  • Ongoing Meeting Cadences
  • Onboarding & Transition
  • 12-Month Forecasting
  • Cash Flow Management
  • Planning to Increase Revenue, Gross Profit, Net Profit & Net Worth

02

Tax Planning, Quarterly
Maintenance
& Preparation

  • Tax Planning
  • Core Tax Strategy Implementation
  • Quarterly Estimated Payments
  • Quarterly 1on1 Review Tax Position
  • Business & individual Tax Preparation

03

Insurance Planning

  • Life Insurance Planning as Tax Saving Strategies
  • Asset Protection

CPA Services

Who we work with

  • Corporate and individual real property investors
  • Healthcare industry business owners
  • Software companies
  • Residential, commercial, and industrial property developers
  • Private investment funds
  • Private property management
  • Construction companies
  • Real Estate brokers
  • And moreā€¦

Optimize your business today

Schedule a Tax Planning Strategy Session

Schedule a Consultation