Focus on What Matters, We'll Handle the Numbers: Full Service Accounting Solutions You Can Trust

Unburden your business and unlock its full potential with our comprehensive concierge and full service accounting solutions. Our team of Certified Public Accountants will become your trusted financial partner, providing customized strategies and meticulous bookkeeping to ensure your financial health. Stop worrying about paperwork and gain valuable insights to drive growth and profitability. Schedule your free consultation today and experience the difference of having dedicated financial professionals by your side.

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Focus on What Matters, We'll Handle the Numbers: Full Service Accounting Solutions You Can Trust

Unburden your business and unlock its full potential with our comprehensive concierge and full service accounting solutions. Our team of Certified Public Accountants will become your trusted financial partner, providing customized strategies and meticulous bookkeeping to ensure your financial health. Stop worrying about paperwork and gain valuable insights to drive growth and profitability. Schedule your free consultation today and experience the difference of having dedicated financial professionals by your side.

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Double the Expertise, Double the Peace of Mind: CPAs & Enrolled Agents for Comprehensive Tax Solutions

Our commitment to your financial success goes beyond traditional bookkeeping. We boast a team of not only skilled CPAs but also Enrolled Agents, licensed tax professionals with direct access to the IRS. This unique combination ensures you receive guidance on tax planning, preparation, and representation, maximizing deductions and minimizing liabilities. Whether you're navigating complex tax regulations or facing an audit, our CPA and Enrolled Agent partnership provides the comprehensive support you deserve. Focus on your business goals, leave the financial complexities to us.

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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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Empower Your Business Growth: Strategic Accounting Solutions from Trusted CPAs

Our team of experienced CPAs and skilled accounting professionals provides comprehensive concierge and full-service accounting solutions, tailored to your unique needs. We go beyond basic bookkeeping, offering strategic financial guidance, meticulous record-keeping, and proactive tax planning to ensure your business thrives. Stop wrestling with complex financial tasks and gain valuable insights to fuel growth and profitability

Get in Touch with Our Financial Professionals

Need CTA

Call Us (202) 455-6010
Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

Why should I choose concierge/full service accounting over traditional accounting services?

Concierge/full service accounting goes beyond routine bookkeeping, offering a wider range of services like tax planning, financial analysis, and strategic guidance. It's like having a dedicated financial department, not just a bookkeeper.

Who is a good fit for concierge/full-service accounting?

Businesses of all sizes can benefit, especially those who lack the internal expertise or resources to manage their finances effectively. It's particularly valuable for busy entrepreneurs, startups, and fast-growing companies.

What services are included in your concierge/full service accounting packages?

A few of our services inclue: Bookkeeping & Accounting Tax Planning & Preparation Financial Analysis & Reporting

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.

Optimizing the Employee Retention Credit Refund Process Amid IRS Delays

Are you experiencing delays with your ERC claim? Find solutions to help expedite your claim!
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Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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