Book a consultation with us if you’re
• You receive your financial reports frequently late
• Your financial reports do not help you manage your business
• You receive no tax preparation or guidance throughout the year
• You receive inaccurate bookkeeping
• You accountant does not advise about college planning or retirement
• You cannot reach your accountant for questions
• Your accountant does not want to meet to review your reports
• Your tax filings are constantly on extension or late
• Your accountant does not help you with owner planning such as cross purchase agreements, succession planning, estate planning, insurance planning, retirement planning, etc.
For construction clients, we provide….
• Consultation with lenders during construction, through construction financing and rent stabilization, and during rental period up to a disposition.
• Bill-pay and monitor accounts during the construction process.
• Cash flow reports based on construction forecasts from the general contractor.
YEARS IN BUSINESS
LICENSED TAX EXPERTS
Lower your cost of capital
Improve your cash flow
Improve your profit margin
Plan for future growth
Minimize your taxes
Minimize compliance worries
Understand where the money goes
Lower family taxes
Sleep better at night
Safeguard your family’s future
Secure your child’s education