What We Offer
Tax Preparation & Financial Planning
We believe planning is key to maximizing tax savings opportunities. The decisions you make today affect your impending tax consequences. In addition to preparing your current tax filings, we’ll work with you now to make important changes that positively impact your future.
Selecting the proper entity type for your business is an important decision – one that affects your entire tax outlook. If you are a new business owner or a veteran whose business objectives have changed, it’s critical that you choose the best entity vehicle for your goals. We help clients weigh the pros and cons of options and discuss potential immediate and long-term tax consequences.
No one wants to face the IRS alone. We specialize in a broad range of tax controversy issues. Our in-depth knowledge and understanding of the IRS and its policies enables us to skillfully represent clients. We supervise the audit process, negotiate settlements, and work to provide viable solutions for individuals managing severe IRS consequences.
Whether you already have employees or are looking to hire someone, we can help you make sure you’re in compliance with all federal and state payroll laws. We will make sure you do not miss any of the required quarterly or annual filings. Additionally, we can assist you in the often complex process of managing your federal and state withholding deposits.
After years of providing services for businesses small and large, we are now offering our expertise to the emerging legal cannabis industry. We currently work with cannabis retailers and growers in several states, to help them navigate the inconsistencies between state and federal laws. Our CPAs have spoken at industry events nationwide, and are at the forefront of the financial issues affecting these businesses.
Whether you are a medical or recreational business, a dispensary, grower, or processor, we are proud to offer you the following services:
Tax planning & preparation
IRC Section 280E consulting & strategies
Representation before the IRS & state agencies
Payroll & accounting services
Budgeting, projections, & transaction analysis
In addition to the above, we also offer general business consulting services, including business start-up and incorporation.