Tax Return Preparation
✓ Business Returns (1065/1120/1120S)
✓ Individual Tax Returns
✓ Estates & Trusts
✓ Tax Consulting
Accounting Services
✓ Monthly Bookkeeping
✓ Payroll Processing
✓ Tax Compliance
Business Services
✓ Mergers & Acquisitions
✓ Litigation Support
✓ Business Valuations
✓ Audit & Assurance
Financial Planning
✓ Retirement Planning
✓ Estate Planning
✓ Education Planning
✓ Family Risk
Management
✓ Cash Flow
Management
Tax Smart Investments
✓ Investment Analysis/
Construction/Strategies
✓ Retirement Withdrawal
Strategies
Business Planning
✓ Succession Planning
✓ 401(k) Administration
Talent Solutions
✓ Recruiting
✓ Screenings
✓ Placement Guarantees
HR Compliance
✓ HR Audits
✓ Policies & Procedures
✓ Employee Handbooks
✓ Leave of Absence
Management
✓ Non-harassment Training
Employee Management
✓ Onboarding & Offboarding
✓ Culture Programs
✓ Employee Relations
✓ Performance Management
✓ Termination Guidance