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Services
Accounting, reporting and tax work for companies that file with the SEC and businesses that plan to grow. Pick one service or combine them.
SEC Financial Reporting
Financial statements and footnotes for 10-K, 10-Q, 20-F, S-1, S-11 and Form 10 filings, plus GAAP conversion and uplisting readiness.
Technical Accounting & Valuation
Derivative liability valuation, convertible debt and warrants, stock compensation, revenue and lease accounting, with written position memos.
Bookkeeping & Payroll
Monthly bookkeeping and close in QuickBooks or Xero, reconciliations, management reports and full-service payroll.
Tax Advisory & Preparation
Business and individual returns, proactive tax planning, entity structuring, and IRS notice and resolution support.
Retirement & Tax Strategy
Retirement plan setup for business owners and medical practices, and insurance-based strategies through our affiliate, JV Financial Services LLC.
Have a filing date or a tax deadline coming up?
Tell us the date. We will tell you what it takes to meet it, in one free 30-minute call.