Advisory Services
Full Service for Your Financial Growth
Our firm has strategic partnerships with some of the biggest & smallest yet most respected companies in each industry. By working with our team of professionals, our clients benefit greatly from having their very own “Financial Power Team” that provides each of our clients access to a “one- stop shop” for all things financial or business related.
Crypto Currency Advisory
Protect Your Brand
Looking for comprehensive asset protection? We've got you covered! Our team will handle the process to trademark your IP and Tech from start to finish.
Access To Capital
Our vast network of venture capitalists and private equity partners can provide your venture with the capital it needs to thrive.
Glue That Binds
Access to an expert team for Blockchain Technology Consulting, Asset Protection, and more.
Plan For The Tax Man
Schedule a consultation with our CPAs to make the most of tax breaks and incentives or better organize your finances. We help you reduce your risk while maximizing your positions.
Subscription Services
- Tax Services
- Payroll services (Employees, Partnerships, LLCs & S Corp-Owners only)
- Accounting
- Registered Agent Services
- Tax Planning Consultations
- Scheduled Periodic Business Reviews & Consultations
- Audit Preparation Assistance & Representation
- CFO Services
- Quarterly & Annual Business Tax Filings
- Payroll Tax Remittance
- New Hire Reporting and Quarterly Wage Reporting
Executive Benefits
We can help design employee benefits such as medical reimbursement plans, educational assistance programs, tiered fringe benefits. We help you use more of the business resources to provide benefits to you, your family, and your staff.
Corporate Structuring & Holding Companies
- Business Entity Formation: LLC, Corporation, LLP, PC, etc.
- Articles of Organization or Incorporation
- Operating Agreement or Corporate Bylaws
- Corporate minutes declaring Board of Directors, Corporate Officers, Tax Election, & adoption of Accountable Reimbursement Plan
LLCs, partnerships, S Corps, C Corps all have their place and what works today might not work tomorrow. We project your needs and remain nimble to making improvements to your long term strategy through ongoing consultations.
Accounting
- Sales Tax (if applicable)
- Accounts Payable/Receivable
- Report Frequency: Monthly, Quarterly or Annually
- Platform: Access to Accounting Software
- Hosted Delivery: Secure Client Portal
- On-boarding: Account setup
- Bookkeeping: Business & Personal mixed use accounts
- Customer Invoicing & Payment Collections
- Quarterly Reporting
