CPA Concierge | Taxes, Accounting & Bookkeeping

Personalized Solutions Catered to Your Needs.

Tax Planning

Highlighted Tax services include:

Specialization in the complex tax needs of S-Corporations, Sole Proprietorships and Partnerships
Preparation of all tax documentation
Tax consultation
Facilitation of IRS audits
and more…

Accounting & Bookkeeping

Services include but are not limited to:

Management of day-to-day bookkeeping
Accounting and financial statement preparation
Payroll services
Integration with Quickbooks and other industry leading software
and more…

Business Formation

Specializing in:

Helping individuals identify which type of business entity to form
Registration of entities with the applicable authorities
Financial analysis and consulting
Creation and facilitation of internal controls
and more…

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Our unique focus in specialized industries differentiates us.

Our experience in various industries has allowed us to learn the nuances of your business, which is critical to our success. Our services and consultation are catered to meet your needs.