offers:
- Financial Statement Preparation
- Accounting Reviews; and
- Entity Formation.
Fees for financial and business consulting services are based on the completeness and organization of information submitted, forms used, knowledge required, expertise, and time to complete work.
To discuss or initiate services select a link below:
Quick Question and Consultation fees are applicable towards related services requested within 30 days of consultation.
Financial Statements
uses accounting and supporting documentation to prepare financial statements. The process may include the creation or analysis of:
- “T” Accounts with credits/debits
- Profit & Loss statements reflecting income, expenses, and owner’s equity
- Balance Sheets reflecting assets, liabilities, and owner’s equity
Accounting Reviews
When applying for loans or grants lenders and investors may require third party review of accounting records and financial statements.
provides third party review of accounting records and financial statements for completeness and accuracy. may advise corrections to accurately reflect the entity’s status.
Tax Certification Letters
If review of accounting records and financial statements indicate accuracy, issues a “Tax Certification” letter others may use to support the proposed transaction.
Entity Formation
creates, restores to good standing, or closes the following:
- Corporations, S-Corps, Limited Liability Corporations (“LLC”),
- Non-profits,
- Partnerships, and
- Doing Business As (“DBAs”).
Services may include:
- Articles of Incorporation
- Statement of Information
- Obtaining IRS Employer Identification Number (“EIN”)
- County Clerk Registration
- Creation of By-Laws
- Registration with other tax or governing bodies
- Preparation of statements of Dissolution/Closure
To discuss or initiate services select a link below:
Quick Question and Consultation fees are applicable towards related services requested within 30 days of consultation.