Tax Services
Individual, business, and multi-state tax preparation and planning.
- Individual & business tax preparation
- Tax planning & strategy
- IRS representation & audit support
- Multi-state and multi-entity filings
Accounting
Full-service accounting for growing businesses and entrepreneurs.
- Monthly financial statements
- Payroll processing
- Accounts payable & receivable
- Advisory & cash-flow planning
Bookkeeping
Accurate, organised books that keep your business audit-ready.
- Monthly reconciliations
- Categorised transactions
- Software setup (QuickBooks, Xero)
- Year-end handoff to your CPA
Business Consulting
Strategic advice for owners scaling their businesses.
- Entity formation & structuring
- Operational efficiency
- Growth & expansion planning
- Exit & succession planning
Surplus Funds Recovery
Recover unclaimed tax-sale surplus funds owed to former property owners.
- County claim filings
- Title and ownership research
- Documentation preparation
- Payment recovery follow-through
Real Estate
Buy, sell, rent, or invest with concierge-level real-estate advisory.
- Buy-side representation
- Sell-side marketing
- Rentals & short-lets
- Investment strategy
Property Management
Full-service property management for landlords and portfolio owners.
- Tenant placement & screening
- Rent collection & disbursement
- 24/7 maintenance coordination
- Monthly owner statements