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Taxation

Tax Controversy

Audit & Compliance

Business Structure

Tax Exemption Status

Tax Planning

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Accounting

Bookkeeping

Financial Statements

Forensic Accounting

Accounting Compliance

Audits ( all CPA services)

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Advisory

Business Consulting

Business Plan

Strategic Planning

Marketing

 

 

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Wealth Management

Insurance (Life & Health)

Investments 401k, 403b

Annuities, Estate Planning

Financial Literacy Coaching

 

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Funding

Traditional Lending

Private Lending

SBA Loans

Grants

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Non For Profit Organizations

501(c) 3, Business Plan, Strategic planning , Team & Board Building & Structure, Grant writing, Funding & Financial Planning.

WE LOVE TO WORK WITH NPO's! Small or Large, Start up or long standing. We understand the journey and we are hear for you.

Next Steps...

For Further information feel free to call or sign up for a FREE 15 min Business Consultation. (simply  Click on the link)