• Compliance Services ??? Assisting businesses, not-for-profit organizations and individual clients in complying with tax and financial statement integrity requirements. Compliance services include the preparation of tax returns and the support of financial statement attest functions. Attest services include non-independent support to financial statement audits, reviews and compilations.

• Consulting Services ??? Providing tax advice and business strategic assistance to clients. Consulting services include tax consultation and planning, business organization and start-up advice, strategic planning for small businesses and not-for-profit organizations, not-for-profit Board governance consultation, and meeting facilitation leadership.

Professional Services: Professional Services include;

1. Compliance Services
   1. Tax Return Preparation
                             i.      Individuals
                             ii.     Businesses
                             iii.    Not-for-profit Organizations
                             iv.    Other Entities (Fiduciary, Estate, etc.)

2. Financial Statement Attestation Support (Not-for-profit, small businesses)
                           i.       Audit Support (Non-Independent)
                           ii.     Reviews
                           iii.    Compilations

2. Consulting Services
   1. Governance (Boards of Directors)
   2. Meeting Facilitation
   3. Strategic Planning and Financial Modeling
   4. Small Business Consulting (Start-up, Strategic)