Services for Individuals and Families
Preparation of your personal income tax returns.
Tax planning to minimize tax liability.
Tax strategies to minimize taxes over the life cycle.
Services for Businesses
Business structure evaluation to optimize tax benefit.
Retirement Plan evaluation.
Bookkeeping & Preparation of Financial Statements.
Business income tax return preparation.
Outsourced CFO services are a perfect fit for the business that’s growing but lack resources to hire a full-time in house CFO.
Wealth Management services are provided by our sister company: Surya Capital, LLC