⇶ Services
Small Business C-Suite Solutions
Accounting, Applications, Audit, Business Plans, Cyber-Security, Formations, Incorporations, IT/Apps,IRS Notices, LLCs/LPs, Management Consulting, Non-Profits, Quick-Books, S-Corps/C-Corps, Tax
Business Formations, Plans
Evaluating and Setting up the exactly appropriate business structure that enables success
- Small Business Corporate and Partnership Setups
- Corporate Business Dissolutions
- Business Plans, Pitch-Book for VC/Angel Capital, New-Biz Financial Projections
- StartUps & Formations: Partnerships, Corporations, Articles, Agreements, ...
- LLCs, LPs, S-Corp, C-Corp, ...
- Non-Profit, Not-for-Profit, Foundation & Charitable
- Estates, Trusts, Family LPs
- International, Onshore Reverse Tax-Inversion
- Private Placements, Alt. Investments, HFs↗︎
Tax Planning, Filings, Audits
Comprehensive and holistic Tax and Business Account Planning and implementation
- Corporate Tax Filings
- IRS Audits, IRS Payments
- IRS Offers in compromise
- Tax Planning, Tax Strategy & Audit-avoidance
- Not-For-Profits: 501(C)3, Filings, Compilations, Annual Reports
- Estate Planning, Capital Gains
- Private Placements 1065 / K1, Client Reporting, Compilations
- Partnership Subscriptions/Redemptions
- Accounting, Book-keeping, Payroll, ...
- Timesheets, Workman's-Comp
- Record retention, Book-of-Record
- Tax Restatements, Back-filings & Amendments
IT Consulting, Apps, Websites
We are GLBA, FINRA (SEC 17a) compliant
(Our CISO's focus: internal & client security, and record protection)
- IT Implementations of latest Regulatory, Compliance Requirements
- IT Applications (Financial, Investment, Accounting) Consulting
- IT Conversions (dB, Portfolio, Record-keeping, etc. Systems) Consulting
- IT FinTech: Holdings, Securities Processing, Trading Systems,
Security Master, Client Reporting, G/L, Investments, etc. - Websites (Full-Stack), dB optimization, Cyber-Security, Implementations
Management / Ops. Consulting
Part-time / Contractual Expert Senior Management functionality
(CFO, COO, CIO/CTO, IT/Apps, Strategy, Operations, Biz.Development)
- Proven Consulting Experts - Business strategy
- Expert management decision support
- Information Technology: Portfolio & Investment Accounting,
Client Reporting, Performance, G/L, Security Master, Holdings,
Reconciliations, Conversions, Trading Systems, … - IT: Strategy, Data, Legal, GDPR, Websites
- Incorporation and Formation structure
- Start-Ups, Private Placements, Agreements
- Asset Protection, Succession, Planning
Contact Our Experts