Tax Services
  • Tax preparation:

Preparing personal, corporation and partnership taxes by keeping current on new tax laws and legislation changes. We provide our personal and business clients with the taxation expertise and knowledge they need throughout the year.

  • Tax Planning:

We use our experience and access to the most current new developments in the tax laws to minimize our clients current and future tax liabilities.

Payroll
  • We facilitate/help you develop a payroll system and prepare all necessary payroll returns in a timely manner (biweekly, monthly, quarterly).
  • Payroll administration (as business grows).
Technical Accounting
  • Our Technical Accounting Services offer expertise in audit readiness, support, and operationalizing new accounting standards.
  • We also specialize in complex areas such as debt and equity financings, business combinations, IFRS to GAAP conversions, and restatements to ensure accurate and compliant financial reporting
Operational Accounting
  • Our Operational Accounting Services provide end-to-end support, including monthly close processes, management accounting, and SEC reporting.
  • We also offer expertise in internal reporting, FP&A, and access to interim leadership roles such as CFOs, CAOs, and Controllers to meet your organization’s needs.
Forensics Accounting
  • Our Forensic Accounting Services provide comprehensive support, including fraud investigations, FCPA matters, and SEC enforcement or government investigations.
  • We also specialize in dispute analysis, litigation support, and valuation services to assess economic damages effectively.
Business Consultation
  • Business entity selection and planning: (type of business) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
  • Effective coordination of the transition of your business to your successors is critical top ensure its continued success once you decide to remove yourself from the company’s day to day operations.
Valuation Services
  • Our Valuation Services deliver expert solutions, including purchase price allocations, valuations for financial reporting, and 409A valuations.
  • We also specialize in derivative valuations and providing litigation support to meet complex financial and legal needs.
Business Registration
  • We provide comprehensive guidance to help you establish your business with ease and confidence from selecting the right business entity to filing the necessary paperwork.
  • Our experts ensure your business meets all regulatory requirements with our assistance, tailored to align with your specific industry and operational needs.
ITIN Application & Renewal
  • We offer end-to-end support for obtaining or renewing your Individual Taxpayer Identification Number (ITIN), ensuring a smooth and accurate application process.
  • Our specialists help you gather the required documentation, complete IRS forms correctly, and avoid delays—so you can meet your tax filing obligations with confidence and compliance.
Technology Transformation
  • Our Technology Transformation Services provide comprehensive support, from technology assessment and strategy development to selecting the right solutions for your business.
  • We specialize in ERP project management, finance systems implementation, and automation solutions, including robotic process automation and intelligent document processing.
Cybersecurity & Data Privacy
  • Our Cybersecurity and Data Privacy Services offer comprehensive solutions, including program development, maturity assessments, and testing.
  • We specialize in cybersecurity audits, regulatory compliance, privacy measures, transformation initiatives, and managed services, as well as virtual CISO support and third-party risk management.
Risk and Compliance
  • Our Risk and Compliance Services help organizations achieve SOX readiness, SOC audit preparation, and effective remediation of control deficiencies.
  • We also offer robust internal audit solutions and enterprise risk management strategies to strengthen governance and mitigate risks.
Transaction Advisory Services
  • Our Transaction Advisory Services provide comprehensive support, including buy-side and sell-side quality of earnings analysis and tax due diligence. We also specialize in finance and accounting assessments, financial modeling, EBITDA normalizations, and working capital negotiations.
  • Additionally, we offer valuation services, capital raising support, post-merger integration solutions, distressed M&A advisory, transaction tax structuring, deal readiness services, and market analysis and entry strategies.

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