In a nutshell: we provide value (we don't charge every email, phone call and there is no surprises at year end) and we save taxes for our clients.

We have four tiers of services:

Accounting/bookkeeping - a hybrid of on-shore and off-shore team, 45+ CPAs on staff provides monthly bookkeeping services and are cost effective!

Tax compliance - corporate, trust, partnership and individual returns.

Tax planning - pension, trust, holdco, succession/estate planning. We design and implement.

Fractional CFO - there is a gap between your internal accountant and your external accountant, we are the quarterback who fills that gap!