Tax Planning: Develop strategies to minimize tax liabilities throughout the year, such as taking advantage of deductions, credits, and other tax breaks.

Entity Structure Optimization: Advising on the most tax-efficient entity structure for the business, such as S-corporation, LLC, or sole proprietorship.

Tax-Efficient Investments: Providing guidance on tax-efficient investment strategies, such as retirement plans and investment vehicles.

Federal, State, and Local Taxes: Preparing and filing federal, state, and local tax returns.

Estimated Tax Payments: Calculating and filing estimated tax payments to avoid penalties.

Tax Extensions: Filing for tax extensions if needed and ensuring timely payment of taxes.

Financial Statement Audits: Conducting audits of financial statements to ensure they are accurate and comply with accounting standards.

Review Services: Providing limited assurance on financial statements, involving a review of financial information and analytical procedures.

Compilations: Preparing financial statements based on information provided by management without providing any assurance.

Other Attestation Services: Providing attestation services for other types of information, such as internal controls and sustainability reports.

Monitoring Tax Law Changes: Staying up-to-date on changes in tax laws and regulations to ensure compliance.

Proactive Tax Planning: Identifying opportunities to take advantage of new tax laws and regulations.

Staying Informed on Tax Rulings and Court Cases: Monitoring tax rulings and court cases that may impact the business.