Offering a wide range of professional services
Creating custom tailored offerings for the specific needs of our exclusive clientele.
Tax Services
We have decades of experience working in taxation and accounting, with jobs working for the SEC, Price WaterhouseCoopers, C level positions at a financial service company, and founder/owner of Concierge CPA Services. Our proven track record of consultation and execution of tax management services gives us the utmost confidence that we can cater our services to meet your needs.
Tax preparation
Tax planning & consulting
Tax incentives & credits
Multi-state and international
Estate & gift tax
Payroll tax management
Accounting & Bookkeeping
We’ve learned that successful management of your accounting and bookkeeping operations requires us to truly become experts in your core business. It isn’t just about the numbers, it is about us helping you manage your business and consulting on accounting strategies.
On & off-site bookkeeping
Management of day-to-day records
Periodic reconciliation processes
Accounting & financial statement preparation
Payroll services
Integration with Quickbooks and other leading software
Cash flow & budget tracking
Business Formation
We stay abreast of the latest changes to tax laws and put that information to good use. Leverage our experience and deep knowledge of various entity types to form your business correctly.
Determination of appropriate entity type
Creation and facilitation of internal controls
Registration of entities with legal authorities
Financial analysis
Owner contribution strategies
General consulting and strategy formation
Tax Services
We have decades of experience working in taxation and accounting, with jobs working for the SEC, PriceWaterhouseCoopers, C level positions at a financial service company, and founder/owner of Concierge CPA Services. Our proven track record of consultation and execution of tax management services gives us the utmost confidence that we can cater our services to meet your needs.
Tax preparation
Tax planning & consulting
Tax incentives & credits
Multi-state and international
Estate & gift tax
Payroll tax management
Accounting & Bookkeeping
We’ve learned that successful management of your accounting and bookkeeping operations requires us to truly become experts in your core business. It isn’t just about the numbers, it is about us helping you manage your business and consulting on accounting strategies.
On & off-site bookkeeping
Management of day-to-day records
Periodic reconciliation processes
Accounting & financial statement preparation
Payroll services
Integration with Quickbooks and other leading software
Cash flow & budget tracking
Business Formation
We stay abreast of the latest changes to tax laws and put that information to good use. Leverage our experience and deep knowledge of various entity types to form your business correctly.
Determination of appropriate entity type
Creation and facilitation of internal controls
Registration of entities with legal authorities
Financial analysis
Owner contribution strategies
General consulting and strategy formation