Service offerings
Accounting & Advisory Services
Tax Compliance
Accounting & More helps you stay in compliance with federal, state, and local tax authorities. We prepare tax returns for individuals, partnerships, and corporations across the nation. We assist you with staying out of trouble with taxing authorities and avoiding costly penalties & interest.
Tax Planning
Save money on taxes. We help you time income and expenses, leverage deductions, credits, and retirement accounts, and plan purchases or investments for optimal tax efficiency. Acting year-round rather than in “crisis mode,” these services not only reduce your current tax bill and avoid surprises but also bolster cash flow, support informed financial decisions, and contribute to long-term wealth growth.
Outsourced Controller Services & Bookkeeping
We take control of your books to show accurate and up-to-date financial information you need to run your business. If your financial operations require expertise, our outsourced controller services allow us to operate as your back office so you can focus on growing your business
Business Purchase Support Services
Buying a business? Our M&A team ensures you're not overpaying by conducting rigorous financial due diligence and delivering an accurate valuation based on reliable metrics like discretionary earnings and cash flow projections. We minimize tax exposure, advise on optimal transaction types and allocation strategies to keep more of your hard-earned money in your pocket.
Business Sale Support Services
We determine your business’s market value by analyzing financial statements, identifying discretionary earnings, and applying appropriate valuation methods, ensuring you don’t leave money on the table. Advising whether asset- or stock-sale makes sense, how to optimize tax outcomes, and whether installment sales or seller financing could work in your favor. After the sale, we support the post‑closing transition and future planning, offering guidance on after‑sale finances, tax compliance, and aligning proceeds with your long‑term financial goals.
IRS Resolution Services
Get assistance with negotiating for installment agreements, Offers in Compromise, penalty relief, or hardship status to stop aggressive collection tactics and reduce what you owe. The value: you gain IRS‑savvy representation, potential debt reduction, halted enforcement actions, improved credit, and peace of mind during one of the most stressful financial messes there is.
