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Our Services
We are finance and tax generalist,
We know a bit about everything...
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Individual
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Corporations
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Small Business
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Pre-IPOs
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Trusts
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Non Profits
🤔💭
Tax preparation
Filing tax returns ensuring compliance with tax laws and regulations. In return, we maximize client's tax benefits and minimize tax liabilities.
Financial Advisory
Managing financial resources effectively by strategically optimizing financial performance.
- Financial Analysis
(Performance, trends, receipts, and payments)
- Investment Management
- Mitigating Risk
- Debt Management
- Financial Advisory (cash flow management, capital allocation, etc.)
Personal Tax Planning
Comprehensive review of individuals financial landscape and implement tailored strategies for client's goals.
- Retirement Planning
- Investment Planning
- Estate Planning
- Trust Planning
- Education Funding Planning
- Healthcare Planning
- Charitable Giving
- On going strategies
(monitoring and adjusting)
Bookkeeping / Accounting
Recording and managing a business's financial transactions. It forms the foundation of accounting, and ensures financial records are accurate and Reconcile.
- Recording transactions
- Comparing records with bank statements and other financial documents
- Managing account payables/receivables
- Providing financial reports and statements
- Ensuring GAP compliance
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