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Loan Applications
When it comes to business loans, lenders and investors require financial statements and accurate records. We'll make sure you have the right documentation and support.
Personal Financial ServicesWe'll maintain your accounting records for your personal finances, and will provide you with cash flow information to better manage your funds. We'll also keep an up-to-date and accurate personal financial statement for you. By coordinating your personal finances with your business finances, when it comes time to file a return or a document, you'll have what you need.
IRS Notices, Issues & Audits
Whether it’s about your business or your personal returns, communications from the IRS are rarely a welcome event! We’ll help you understand the issues, and make sure your response back to the IRS is appropriate and timely. In the event of a tax audit, we’ll prepare you and arm you with the necessary backup information.
Divorce Accounting
Boxes of receipts, credit card statements, checking and savings accounts – there are mountains of paperwork to sort through and reconcile. Give us the chaos, and we’ll put it in order. We’ll also assist with the preparation of the Financial Affidavit.
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