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Phil's Tax Newsletter
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Tax
Tax Preparation - Multi-State and International
Corporate Strategy, Projections, and Compliance
Business Incorporation, Entity selection, Corporate restructuring
Payroll Services
Estates and Trusts Planning and Preparation
Investment Analysis and Tax Structuring
IRS Representation
501(c)3 & Tax-exempt Status Applications and Compliance
Stock Option/ISO/NSO/RSU Tax Projections and Trading Advisory
Audit
Attestation and Advisory Services
Compilation and Review Services
Internal Control Assessment and Implementation
Risk Assessment
Nonprofit Independent CPA Review and Audit Compliance
Cloud-based systems (Quickbooks Online, Xero) API Integration and Security Controls
Accounting
Financial Statement Preparation
Monthly Bookkeeping/Write-up
Mergers, Acquisitions, and Business Sales
Bank Reconciliation
Systems Consulting and Implementation - SaaS, cloud-based systems, QB Online, & more
Consulting
"Outsourced-CFO" Roles
Business Valuation
Cash Flow Modeling, SWOT Analysis, KPI’s
Cloud-based systems consulting and implementation (G-suite, Quickbooks Online, and API integrations)
Financial Forecasts and Projections
Social Security Benefits Planning and Projections (personal tax)
Multi-state, Multi-national strategy
Business Intelligence (BI) and Customized KPI Building and Implementation