Services
Everything the back office needs.
Seven practice areas under one roof, from a single 1040 to full outsourced accounting. Every engagement starts with a conversation on the direct line.
How an engagement startsCall NaeemPlan togetherWe file and follow up
01
Tax
The returns a household or business files in a year, handled by one office.
- Individual tax returns
- Business tax returns
- Payroll tax returns
- Sales tax returns
- Informational returns (1099s and W-2s)
- Household employment filings
02
Individual
Personal returns and the planning around them, year after year.
- Preparation of individual income tax returns and related eFiling
- State and Local Tax expertise
- Tax planning and research
- Representation before the IRS, State and local taxing authorities
- Stock investments and option planning
- Planning for real estate and real estate professionals
- Converting qualified retirement funds from traditional to Roth
- Charitable giving strategies
- Planning for closely held business interests
- Gift and estate tax planning and preparation
- Periodic tax law updates that directly impact your situation
03
Business Tax
Entity-level work, from the annual filing to the transaction that changes everything.
- Corporate, partnership and related income tax return filing
- State and local tax expertise
- Tax structuring and transaction assistance
- Tax planning and research
- Representation before the IRS, State and local taxing authorities
- Executive compensation and bonus plans
- Other Federal, State and Local tax credits
04
Bookkeeping
Clean books on your schedule, weekly, monthly, quarterly or annual.
- Maintain updated general ledgers
- Record payments, receipts and journal entries
- Record payroll
- Prepare depreciation and amortization schedules
- Reconcile asset and liability accounts
- Reconcile bank statements
- Interim controller services during a transition or growth period
05
Financial Statement Preparation
Statements your bank and your decisions can rely on.
- Comprehensive financial statements using accrual, cash or income tax basis methods
- Compiled financial statements that reflect management-represented information
06
Real Estate Loan
Home finance under the same roof as your taxes (NMLS 1900481).
- Conventional loans
- FHA and government loans
- Fixed and adjustable rate mortgages
- First-time homebuyers
- Mortgage preapproval
- Purchasing a home
- Refinancing a home
- Home renovation loans
- Interest rates and mortgage advice
- Mortgage brokers
- Credit and debt guidance
