Partnering With You for Your Success
We are a proactive accounting firm serving the Washington, DC metro area providing a wide range of services with integrity, honesty and a commitment to excellence.
Personal relationships are important to us. Our strong relationships are built on knowledge, responsiveness and the personal attention that a small firm is built on.
Clients do not pay for large overhead structures that require high billing rates to remain profitable. When possible, we work on a fixed-fee basis, and the fee we quote is the fee we charge.
As your trusted advisors, we anticipate and plan for opportunities to drive your success.
Our TRUSTED Services
ASSURANCE
FINANCIAL PLANNING
BUSINESS ADVISORY
- Internal Controls Assessments
- Reviews and Compilations of Financial Statements
- Agreed Upon Procedures
- Personal Financial Statements
- Forecasts and Projections
BUSINESS ADVISORY
FINANCIAL PLANNING
BUSINESS ADVISORY
- Reviews and Recommendations for Improving Internal Controls
- Complex Business and Tax Transactions
- Business Plan Preparation and Review
- Start-up Assistance
- Merger and Acquisition Services
- Financial Due Diligence for Buyers
- Business Restructuring
- Succession Planning
- Entity Structuring
- Design and Implementation of Client Managed Accounting Systems
- Insurance Review and Recommendations
- Quarterly and Annual Compliance Reporting
FINANCIAL PLANNING
FINANCIAL PLANNING
OUTSOURCED ACCOUNTING
- Consultation to Discuss Your Current Situation, Goals, and Concerns
- Review Your Prior Year Financials
- Discuss Any Current Year Changes
- Develop the Monthly Budget and Revenue Forecast
- Create a Plan, Based on Preliminary Look at Documents and Discussion
- Prepare Overall Summary of Plan and Recommendations
OUTSOURCED ACCOUNTING
OUTSOURCED ACCOUNTING
OUTSOURCED ACCOUNTING
- Chief Financial Officer Services
- Annual Review Functions of Your Accounting and Financial Transactions (monthly, quarterly)
- Trial Balance and Audit Support Schedules for Audit Efficiency (annual)
- Annual Audit and Tax Filing Support
- Full Back-Office Accounting Services
- Month-End Close
- Financial Analysis
- Facilitate the Development of Annual Operating Plans
TAX PLANNING
OUTSOURCED ACCOUNTING
TAX PREPARATION
- Individual, Partnership and Corporate Tax Planning
- Qualified Business Income (QBI) Tax Advice
- Retirement Planning
- Strategic Multi-Year Structuring Alternatives
- Tax Minimization
- Charitable Giving
- Debt Management
- Estate and Trust Planning
- Multi-State Tax Planning and Consulting
- IRS and State Tax Credits
- Assistance with Stock Options, Restricted Stock Units (RSU), and Other Stock Compensation
TAX PREPARATION
OUTSOURCED ACCOUNTING
TAX PREPARATION
- Income Tax Preparation and Filing
- Representation Before the IRS and Other Tax Authorities
- Consolidated Tax Returns
- IRS and State Letters
- Amended Returns
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