Work With Us
Wealth management services designed to identify business growth opportunities, optimize tax deductions, and strategically plan for a financially secure future.
Work With Us
Wealth management services designed to identify business growth opportunities, optimize tax deductions, and strategically plan for a financially secure future.
SERVICES
Customized Projects
Minimum $2000 a month
Tax Strategy Advisory
Set up and Review of Accounting Systems
Business Advisory
Structure Optimization
Services Business
Tax Planning: Effective tax planning is crucial for optimizing your business's financial health. Our tax advisors will work closely with you to develop a customized tax strategy tailored to your specific business needs. By identifying potential tax credits, deductions, and incentives, we will help you minimize your tax burden, increase profitability, and achieve long-term financial goals.
Structure Optimization: Choosing the right business structure is essential for minimizing taxes and protecting your assets. Our tax advisors will analyze your business's unique circumstances and recommend the most advantageous structure for tax purposes. Whether it's a sole proprietorship, partnership, limited liability company (LLC), or corporation, we will guide you through the process and ensure that your business is set up for success
SERVICES
Customized Projects
Minimum $2000 a month
Tax Strategy Advisory
Set up and Review of Accounting Systems
Business Advisory
Structure Optimization
Small Business
Tax Planning: Effective tax planning is crucial for optimizing your business's financial health. Our tax advisors will work closely with you to develop a customized tax strategy tailored to your specific business needs. By identifying potential tax credits, deductions, and incentives, we will help you minimize your tax burden, increase profitability, and achieve long-term financial goals.
Structure Optimization: Choosing the right business structure is essential for minimizing taxes and protecting your assets. Our tax advisors will analyze your business's unique circumstances and recommend the most advantageous structure for tax purposes. Whether it's a sole proprietorship, partnership, limited liability company (LLC), or corporation, we will guide you through the process and ensure that your business is set up for success
SERVICES
Monthly and Quarterly
Tax Strategies
Bookkeeping
Real Estate Analysis
Tax Return Preparation
Real Estate Investor
As a real estate professional, you juggle countless moving pieces - managing properties, dealing with tenants, hunting for new listings, promoting your services, and keeping up with industry changes. With all those balls in the air, accounting and taxes often fall through the cracks, leading to missed deductions, high CPA fees, audit vulnerabilities, and lack of financial clarity.
We completely understand the complexities real estate professionals face.
For over 20 years, our team of CPAs and real estate accounting pros have helped real estate agents, brokers, developers, investors, and property managers:
- Set up systems to track income and expenses
- Accurately calculate profits, losses, and cost basis for properties
- Develop real estate focused financial reports for better decision making
- Avoid overpaying on taxes or leaving deductions on the table
We proactively advise you on how new rules, real estate tax law changes, and regulations impact your bottom line.
SERVICES
Monthly and Quarterly
Tax Strategies
Bookkeeping
Real Estate Analysis
Tax Return Preparation
Real Estate Investor
As a real estate professional, you juggle countless moving pieces - managing properties, dealing with tenants, hunting for new listings, promoting your services, and keeping up with industry changes. With all those balls in the air, accounting and taxes often fall through the cracks, leading to missed deductions, high CPA fees, audit vulnerabilities, and lack of financial clarity.
We completely understand the complexities real estate professionals face.
For over 20 years, our team of CPAs and real estate accounting pros have helped real estate agents, brokers, developers, investors, and property managers:
- Set up systems to track income and expenses
- Accurately calculate profits, losses, and cost basis for properties
- Develop real estate focused financial reports for better decision making
- Avoid overpaying on taxes or leaving deductions on the table
We proactively advise you on how new rules, real estate tax law changes, and regulations impact your bottom line.
Our Virtual CFO service is absolutely essential if:
Your business has exceeded $1 million in annual revenue
Cash Flow Management support is needed
You need strategic support to ensure your success
Wealth Advisory
Creator
As a digital content creator, you're focused on sharing your expertise and impacting lives. However, managing the financial side of your business can be overwhelming. I offer a comprehensive suite of services, including revenue optimization, expense tracking, and strategic pricing analysis, to ensure your financial success aligns with your impact.
Event Marketers: Planning and executing successful events requires meticulous attention to detail, including financial management. We help event marketers streamline their financial processes, negotiate vendor contracts, and optimize budget allocation to ensure your events are not only unforgettable but also profitable.
Entertainment Industry: Whether you're a recording artist, actor, or production company, my deep understanding of the entertainment industry enables me to provide specialized financial guidance. From money management to optimizing tour finances, I can help you stay in control while maximizing your earnings.
Our Virtual CFO service is absolutely essential if:
Your business has exceeded $1 million in annual revenue
Cash Flow Management support is needed
You need strategic support to ensure your success
Wealth Advisory
Creator
As a digital content creator, you're focused on sharing your expertise and impacting lives. However, managing the financial side of your business can be overwhelming. I offer a comprehensive suite of services, including revenue optimization, expense tracking, and strategic pricing analysis, to ensure your financial success aligns with your impact.
Event Marketers: Planning and executing successful events requires meticulous attention to detail, including financial management. We help event marketers streamline their financial processes, negotiate vendor contracts, and optimize budget allocation to ensure your events are not only unforgettable but also profitable.
Entertainment Industry: Whether you're a recording artist, actor, or production company, my deep understanding of the entertainment industry enables me to provide specialized financial guidance. From money management to optimizing tour finances, I can help you stay in control while maximizing your earnings.
L.B.
EVENT PRODUCTION COMPNY
You saved me days of my own time which allowed me to focus on my core business.
You guys have definitely helped me get on point as far as getting organized with the different financial obligations that I had to have in order to continue to run my business.
With the tax returns and the paperwork, getting ready to file taxes, that was something that I really needed help with and to take that off of my plate.
So that took a lot of time and effort when I could be doing other things and trying to grow my business.
L.B.
EVENT PRODUCTION COMPNY
You saved me days of my own time which allowed me to focus on my core business.
You guys have definitely helped me get on point as far as getting organized with the different financial obligations that I had to have in order to continue to run my business.
With the tax returns and the paperwork, getting ready to file taxes, that was something that I really needed help with and to take that off of my plate.
So that took a lot of time and effort when I could be doing other things and trying to grow my business.
