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 levels of service are:

1. TAX FILING ONLY - for the business owners who prepare their own financials

2. BASIC - includes periodic review of financials, tax optimization, and annual income tax filing

3. PRO - in addition to the BASIC package, services include Tax Advice and Optimization, Compliance, Business Transactions Review and Tracking

4. EXPERT - in addition to the PRO package, included are selected services as:

   • Business  Evaluation, Value Creation, Sales, and Transition assistance

   • Financial Management, Cash Flow Planning, Payables and Receivables optimization, Forecasting

   • Operations Management and Process Automation

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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 levels of service are:

1. BASIC - for one-time services as annual Tax filing. This service is very limited in terms of tax optimization and planning strategies and is not recommended for families with more complex financial needs.

2. PRO - available under Monthly subscription only, this service includes:

   • Bi - annual Tax Planning Review​

   • Access to our CPA and senior staff throughout the year

   • Income and major events updates for planning purposes

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

3. EXPERT - an upgrade to our PRO level, additional services are available as selected:​​

   • Monthly financial review - bank account reconciliation and financial statements​

   • Self employment and side income support

   • Health care, retirement, education expense optimization

   • Generational transition planning