Accounting and CPA services for businesses and individuals

BUSINESS SERVICES
Our clients are entrepreneurs who value: 

• Accurate financial statements

• Tax Compliance and Tax Optimization Strategies

• Business Value Creation Strategies

• Business Streamlining - eliminating issues that hold your operations

We deliver most business services under Monthly subscription. Our service packages include:

1. Bookkeeping, periodic review of financials, tax optimization, and annual income tax filing

2. Tax advice and planning, compliance, business transactions teview and tracking
3. Business  ownership value tracking and analysis; transition assistance.
4. Financial Management, Cash Flow Planning, Payables and Receivables optimization, Forecasting​​​

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INDIVIDUAL / FAMILY FINANCIAL SERVICES

Our clients are individuals and families who​ value:

• Clear understanding of their financial status

• Advance planning of major life events

• Tax optimization and retirement planning strategies

• Timely and compliant Income Tax filing

We deliver family financial services under Monthly subscription or as a standalone service. Our service packages include:

1. Tax advice and planning

2. Access to CPA and staff throughout the year

3. Income and major events updates for planning purposes

4. Financial Statements delivery for events as mortgage refinancing, loan applications, property purchases

5. Special circumstances analysis and planning - marriage, divorce, new family members, inheritance, investment analysis.

6. Family finance management - bank and credit cards reconciliation, categorization; planning -  health care, retirement, education expense; generation transfer planning.​