We can help your real estate agency stand out from competitors through maximizing profits and minimizing your tax liabilities. 
Full-Service Accounting & Tax Practice
If you are looking for a blend of personal service and expertise, you have come to the right place! 

Now, we are not your typical CPA Firm. We specialize in the Real Estate and General Business Industries. 

We have found that our experience and focus has allowed us to fully understand your business in its entirety and therefore providing you with the best knowledge available to help you grow your business and reduce your tax liabilities. 

To learn more about our services, read below and reach out with any questions!
Business Services
We take care of your business for you, so you can get back to the job of running your business.

Need help with...
  •  Small Business AccountingAs a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
  •  Part-Time CFO Services: Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
  • Cash Flow Management: A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
Individual Services
You get one-on-one guidance that helps manage risk and improve performance.

Need help with...
  •  Quickbooks SetupAs an individual, it is important to keep your personal finances in order to help plan for your future. This is where we come into play. We help you budget and manage your finances so you can focus on the things you love. 
  •  Retirement Planning : This services should happen through your life as you continue to increase your finances and plan for your future. We sit down together, go through your goals and help you get on the right track to retirement. 
  • General Cash Management: A cash crisis can be emotionally devastating, especially if it relates to your personal life. The starting point for avoiding a cash crisis is allowing us to develop a personal cash flow projection for you.
Tax Services
We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Need help with...
  •  Tax Preparation: According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
  •  Tax Problems: We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.
  • Tax Planning: Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
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