Services

For Those who expert more out of life

ADVISORY

Are you struggling to make sense of the financial structure of your business?  We are here to help you get the advice you need.  Whether it is consulting for a one-time project, or the need for a part-time CFO, we have strategic advisors on staff to help you make sense of your finances.

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TAX

The tax law can be very overwhelming for most people.  As a result, mistakes are often made, and money is lost.  Our team of Certified Public Accountants and Strategic Advisors are here to not only help you better understand the tax laws you, and your business, can benefit from, but also to help you stay in compliance with your necessary filings.

We provide tax filing, and tax consulting services, for individuals and small-to-midsize businesses in all 50 states and Puerto Rico.

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ACCOUNTING

Whether you are looking for a CPA firm that can provide you with certified financial statements, or monthly bookkeeping, we are here to provide you with the services you need.  All accounting and bookkeeping projects are assigned to a designated team of experts to ensure consistency in your reporting.

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Puerto Rico

As a territory of the United States, Puerto Rico operates it’s own tax system, which means the laws and filing requirements that Puerto Rico requires are much different than what is required by the IRS.  But there is no need to worry, because we have a full-service tax, accounting, and advisory office on the island.  If you need help with your annual filings, information on the local tax incentives, or assistance with the compliance requirements of the island, we are here to help.

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