
Our Services
Taxes
We offer a range of tax services, including:
-
Personal (1040) and Business (1120, 1120-S, 1065, etc.) tax preparation
-
Tax consultation
-
Tax planning
-
Tax return review
-


Bookkeeping & CFO
We offer comprehensive and customizable bookkeeping or CFO services to help you manage your finances efficiently and seamlessly integrate into your operations. Our services include:
-
Reconciling all bank, credit cards and loans
-
Process and Manage:
-
Chart of Accounts
-
Accounts Receivable (e.g. invoicing)
-
Accounts Payable (e.g. billing)
-
Payroll
-
Sales Tax
-
-
Review of Intercompany Loans
-
Entry of cash-based or non-bank ledgers
-
Custom Reporting
Click here to complete this form for a free quote.
Click here to book some time to talk.
-
Business Formation Services
We offer two comprehensive packages to help you start your business with ease and confidence.
One package is designed for those who want us to handle everything, while the other provides complete peace of mind with additional CPA analysis and consultation.
Complete Formation Package - Starting at $550
Complete peace-of-mind. A CPA will determine the best business structure and which business licenses are needed to ensure you’re setting your business up in the most tax-effective way while remaining compliant.
-
Entity formation
-
EIN creation
-
Business Licenses
-
BOI Initial Report
-
CPA Analysis and Consultation
-

Are you interested in multiple services?
Contact Us, Let's Talk
Do you have some questions before you schedule that Free Virtual Intro meeting? Ask away! Wilsandra will get back to you shortly.
Schedule a free 15-minute virtual introduction meeting with Wilsandra Gomez-Brown, CPA, to discuss your goals and see how we can help. We'll answer any questions you have to ensure we're the best fit for you.
Based on our introduction meeting, we will create a customized Service Package with three options, each with separate quotes, to guide you towards achieving your goals.
Based on our introduction meeting, we will create a customized Service Package with three options, each with separate quotes, to guide you towards achieving your goals.