Small Business Tax & Accounting
From fully outsourced services to periodic reviews, we customize accounting solutions that will work best for your business.
Our aim extends beyond legal documents and tax reduction. It involves envisioning how future generations or charities will manage the wealth you leave behind.
What Makes Us Different
Tax Preparation & Planning
- Partnership, S-corporation, and C-corporation income tax preparation
- Strategic business and income tax planning
- State and local tax services
- International tax guidance
- Payroll tax preparation and filing
Accounting Services
- Fully outsourced Bookkeeping services
- Monthly or quarterly bookkeeping reviews
- Payroll processing and bill pay service
- Bank account reconciliation
- Loan and debt reconciliation
Business Advisory
- Fractional CFO services
- Merger and acquisition guidance
- Financial analysis and forecasting
- Succession planning
- Cash flow analysis
What sets us apart
1. Relationship driven
Technology enabled estate plan based on where you are in your financial journey.
2. personal touch
Technology enabled estate plan with the ability to review with estate attorney.
3. Boutique sized firm
Fully customized estate plan developed by an attorney with your Prudent Wealth Advisor as your guide.