Services

Years Experience of Combined Experience
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Happy Clients
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Accounting & Bookkeeping Services

Our accounting and tax shelter professionals manage your high-level view of revenue and expenses with providing accurate financial statements on a monthly, quarterly and year end basis.

Clients can track their cash inflows and outflows through our reporting efficiency and on demand visibility.

Our accounting pavilion includes forecasting and cost management for clients with high volume in inventory as well as budgeting for multiple projects at one time. 

Investor Tax Planning and Credit Funding Management

Our tax shelter group of CPAs can walk through customized tax planning objectives for clients that are looking to prepare for new acquisitions and liquidation of aged assets.  

We also provide COVID Relief ERTC funding that allows clients to influx their reserves for better financial positioning and cash management.

Investment Portfolio Management

Our finance pavilion includes, financial coaches and planning consultants drive long-term achieved wealth goals for our clients when reviewing asset growth potential and stability tracking.

We also have a pre- acquisitions unit dedicated to find new assets that are both cost effective and imperative for net worth improvement.