• Responsible & Confidential
    Utmost Care
    Integrity
    Trust
    Professional Care
  • PRACTICE AREAS
    Accounting and Payroll Services
    Finance & CFO Service
    Tax Planning & Preparation
    Wealth Management
    Estate Planning
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    Tax & Finance Solutions
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Who We Are

Our Firm: Tax and Finance Solutions team of dedicated CPA’s, Enrolled Agents, and Technical Professionals in IT and Software with over 100 years combination of experience. Our expertise in accounting, tax, finance and our resources in the banking industries and networking in the community are important tools to equip us in assisting clients from normal accounting/operational issues to complex tax or financial scenarios. Our mission is to provide excellent services and results to our clients with the upmost care, integrity, professional, and trust.

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Industries

  • Business Services
  • Cosmetics: Hair & Nails Beauty Salons, Schools, and Distributors
  • Construction & Real Estate
  • Dentistry, Medical & Other healthcare services
  • Food & Beverage
  • Machine Manufacturing: CNC Machine Shops & Related Fields
  • Manufacturing & Distribution
  • Professional Services: Law firms, Attorneys, Independent Contractors
  • Retail: Gas stations, liquor stores
  • Technology
  • Non-Profit Organizations

Practice Areas

Accounting and Payroll Services

Tax and Finance Solutions provide a full range of accounting services from bookkeeping, accounting, payroll and tax reporting.

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ADVISORY

Tax and Finance Solutions provide top-quality advisory services in business: start-up, ongoing operational management, buy-sell agreements and negotiations.

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FINANCE

We provide the financial insight and leadership for clients who are in need of a full time CFP but cannot afford to have one. We will help to prepare cash flow budget and projections, profitability analysis, tax saving strategies, monitoring the financial covenants reporting to Lenders and other related areas. We can also assist our clients in Buy & Sell agreements, settlement agreements, and Mergers & Acquisitions.

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TAX

Our tax planning and preparations mission is to minimize tax liability and maximize compliance for our clients. Whether it’s for individuals, corporations, estates, or trusts, our dedication of excellent services will help to ease tax burdens for our clients. We provide sophisticated strategic tax solutions to help clients in resolving complicated tax problems while avoiding tax liens or garnishments.

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