Easing the Accounting Landscape

Discover our services

Income Tax Preparation Income Tax Preparation
Income Tax Preparation

Preparation of federal, state, local tax compliance:

  • Multi-state returns, resident/nonresident filings, part-year moves, state credits, apportionment, and CA nuances

  • S-corp/partnership returns (1120-S/1065), reasonable comp, QBI (§199A)

  • Form 990-PF (with Schedule B as required), Form 990-T for UBIT, and applicable state returns/registrations

Interim CFO Interim CFO
Interim CFO

Interim support:

  • Monthly close discipline (5-day close, reconciliations, checklists)

  • Cash management, forecasting

  • Management/Board quality reporting (flux analysis, budget variances)

  • Internal controls & policies (segregation of duties, approvals, documentation)

  • Build systems and dashboards for a permanent CFO to inherit

Advanced Service Advanced Service
Advanced Service

Specialized services:

  • Testing and transitioning to cloud financial solutions

  • Data migration, user acceptance testing and integrations with 3rd party platforms

  • IRS and FTB correspondence, revivors and dissolutions

  • Back filings and resolutions, installment agreements and first-time abatements