ADDITIONAL SERVICES & EXPERTISE
FOR EVERY OCCASION
MICHELE
SWEETEN
CVA EVALUATION
Our Certified Valuation Analyst (and president!) can help you determine the value of your business for merging, selling, and/or exiting.
CHRISTIANA
SHAEFER
R&D PAYROLL TAX
Our team has worked with many payroll providors to capture R&D tax credit on the quarterly payroll forms.
ANDREW
WALLIN
R&D TAX STRATEGY
Our team can help you identify what is eligible for R&D tax credits.
ANN
BROOKE
STATE FILINGS
Our team can quarterback the filings in each state when you operate in multiple states.
JACKIE
SWEETEN
DISSOLUTION
Our team can help tie up the loose strings from closing your business by dissolving your entity at the state and federal level.
ANGELA
ANGELO
S-CORP STRATEGY
Our team can identify the most tax-efficient strategy for your entity.
CARI
VINCENT
PARTNERSHIP &
TRUST STRATEGY
Our team can work through the tax issues unique to partnerships and trusts.
QUICKBOOKS OR
XERO ISSUES
MEREDITH
SCHRUP
Our team can consult on the stickiest of QuickBooks troubleshooting.
ABIGAIL
JONES
ACCOUNTING
PROCESSES
Our team can create efficient and customized processes to bridge the gap between how things really happen and how they are reflected in the accounting reports.
CARI
VINCENT
IRS LETTERS
Our team knows the IRS lingo and can help with nasty notices and communicating with IRS auditors.