Tax Strategy
There’s a difference between a tax preparer and a tax strategist. A tax preparer files your tax return at the end of the year, while a tax strategist helps you create a comprehensive plan to legally minimize your tax burden. Our highly trained tax strategists, including CPAs and EAs, will work with you on short-term and long-term strategies.
Financial Planning
The goal of our financial planners is to maximize your net worth. We start by helping you create a personal balance sheet or statement of net worth, and a personal income statement showing your income and expenses. We will work with you to increase your net worth while also planning for major life events.
Bookkeeping
We can help you with all your company’s bookkeeping needs, whether it be after-the-fact generation of financial statements or outsourced controller or CFO services. Our accountants have worked with thousands of business owners to help them use financial data to make decisions.
Payroll
Paying your employees is a crucial part of your business and is often the single largest expense you have. Whether you have 1 – 5 employees or 150 employees, we can integrate your payroll services and ensure that your payroll strategy aligns with your other financial objectives.
TaxFi
Integrated Tax and Financial Planning
Begin maximizing your wealth today!