Consulting Services

Our Services

SERVICES

We offer a wide variety of financial services

Business Tax

We achieve our objective through our ‘Network Service Model’. Call us today for more info. A leading provider of integrated financial solutions for our private & corporate clients. From transfer pricing matters to M&A transactions to international income tax structuring challenges and responses to regulatory change.

Business Credit for New Businesses

New businesses can build credit by legally establishing the business, opening credit accounts with a bank and vendors that report to the credit.

Business Credit Loan

A business credit loan, also known as a commercial loan, is a type of loan specifically designed to help businesses obtain funding for various purposes. Business owners can use this type of loan to finance operations, purchase equipment, pay for inventory, expand facilities, or hire employees.

Business Marketing

"Business marketing" can be shortened to "promoting a business." It involves spreading the word about a company's products or services to potential customers through various marketing efforts like advertising, social media, and public relations.

Business Management & Consulting

We achieve our objective through our ‘Network Service Model’. Call us today for more info. A leading provider of integrated financial solutions for our private & corporate clients. From transfer pricing matters to M&A transactions to international income tax structuring challenges and responses to regulatory change.

Tax Preparation & Forms

New businesses can build credit by legally establishing the business, opening credit accounts with a bank and vendors that report to the credit.

New Business Setup

We assist entrepreneurs with the registration and licensing requirements for their new ventures, ensuring a smooth start to their businesses.

Entity Structuring

Our experts help clients select the optimal legal structure for their businesses, considering factors such as tax implications, liability protection, and growth potential.

Complete Bookkeeping

We offer comprehensive bookkeeping services, including financial record keeping, transaction categorization, and reconciliation of accounts.

Corporate Returns

Our team prepares and files annual corporate tax returns, ensuring compliance with all applicable regulations and deadlines.

Personal Tax Planning

We work with individuals to develop strategies that minimize tax liability and maximize deductions, taking into account their personal financial goals.

Business Tax Planning

Our proactive tax planning services help businesses navigate the complexities of tax regulations, ensuring compliance while minimizing tax liability.

Business Strategy Consult

We provide in-depth analysis and recommendations for business growth and improvement, helping clients identify opportunities and overcome challenges.

Non-profit Organization Setup

We assist with the formation, registration, and compliance requirements for non-profit organizations, enabling them to focus on their mission.

Business Marketing

Our marketing services include social media campaign management, website design, and development, helping businesses expand their reach and attract new customers.

Business Management and Consulting

Our ongoing advisory and support services help businesses streamline their operations, improve efficiency, and stay ahead of the competition.

Business Credit for New Business

We guide clients in establishing and improving their business credit, enabling them to secure better financing terms and strengthen their financial foundation.

Business Credit Loan Consultation

Our experts offer guidance on securing financing and optimizing loan terms, helping businesses access the funds they need to grow.

Cash Flow Analysis

We assess cash inflows and outflows to optimize liquidity, enabling businesses to make informed decisions about investments, expenses, and growth.

Budget Planning and Monitoring

We develop and track financial plans and budgets, helping businesses control costs and achieve their financial objectives.

Payroll Management

We manage employee payroll, including deductions and reporting, ensuring compliance with all relevant regulations and reducing administrative burden.

Sales Tax Filing

We calculate, prepare, and submit sales tax returns, ensuring accuracy and compliance with state and local regulations.

Financial Statement Preparation

Our team compiles income statements, balance sheets, and cash flow statements, providing businesses with a clear picture of their financial health.

Tax Audit Support

We offer assistance with tax audits, including documentation and representation, helping businesses navigate the audit process with confidence.

R&D Tax Credit Consulting

We guide clients on the eligibility and claiming of research and development tax credits, enabling them to take advantage of valuable incentives.

International Tax Planning

Our experts help businesses manage taxes across multiple jurisdictions, ensuring compliance and minimizing tax liability.

Mergers and Acquisitions Tax Advisory

We provide tax planning and advisory services related to business mergers and acquisitions, helping clients navigate complex transactions.

Financial Forecasting

We create financial projections based on historical data, helping businesses anticipate future revenue, expenses, and cash flow.

Risk Assessment and Mitigation

We identify and manage potential financial risks, helping, businesses protect their assets and maintain stability.

Investment Advisory

Our team offers recommendations on investment strategies for business growth, helping clients make informed decisions about allocating their resources.

Tax-efficient Retirement Planning

We develop strategies to maximize retirement savings while minimizing tax liability, ensuring that clients can enjoy a comfortable retirement.

Internal Controls Review

We evaluate and improve financial controls and procedures, helping businesses safeguard their assets and maintain accurate financial reporting.

Cost Reduction Analysis

Our experts identify areas for cost savings and efficiency improvements, helping businesses streamline their operations and improve their bottom line.

Succession Planning

We work with clients to develop strategies for business continuity and leadership transition, ensuring a smooth handover and ongoing success.

Tax Penalty Abatement Assistance

Our team provides support in resolving tax penalties and negotiating with tax authorities, helping clients address outstanding issues and avoid costly penalties.

Employee Benefits and Compensation Advisory

We offer guidance on designing competitive employee benefits and compensation packages, helping businesses attract and retain top talent.

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Carol Oliveira
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Whether you're a startup looking for guidance on entity structuring or an established business seeking to optimize your tax strategy, our team is here to help.