FINANCIAL SERVICES FOR:

Yes, the time to file EXTENSIONS has again PASSED
(April 15) and...
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BENEFIT FROM OUR SERVICES
800-223-6184 7 to 7 PST!

Free IRS extension to file for our clients and those that become
our new clients, CALL now 800-223-6184.

Or, file on your own, Click &
download the form from here.

Tax Planning Now  Business Tax Planning

As your CFO on Call, we start with a FREE Review of your Financial needs to
ensure your Profitable and efficient management of your business.

For
Expat Taxes

Outsourcing your accounting, bookkeeping or HR functions may be a viable
solution for you.

This involves several factors, many of which are best dealt with by those who are
experienced managers familiar with your needs and are experts in the field,. Is
Quickbooks for you? We Will Help you Decide.

Let us help you, to help yourself, by allowing us to take some of the pressure off
you and your staff, we will put you on track to GETTING IT DONE RIGHT!

Among the areas in which we can save you TIME and MONEY are:

Our FREE review of your financial needs to determine where improvement can be
made to help you achieve your profit potential.

Decision making support – because decision require a THOUGHTFUL and
BALANCED approach, with Team Inputs!

Functioning as your CFO/Controller or Bookkeeper, as needed, consistent with
your requirements, because our experience will allow you to focus on other
areas further increasing your profits.

We’re also prepared to provide these service in addition to bill paying, payroll, HR
and tax returns and compliance at either your place or ours, helping your
business remain or get solvent and nurturing it in order to steadily grow.

We will show you how to protect your assets, manage internal controls, design or
establish systems for hands on or absentee management. Being prepared and
taking necessary precautions is always much less expensive in the short, as well
as the long run.

Fraud detection and fraud prevention strategies involving  vigilance and covering
your rear while not always necessary, are but an once of protection and
precaution which will make every business less vulnerable to unexpected  risks,
while giving you more peace of mind. IT’S BETTER TO BE SAFE THAN SORRY.

Information used wisely always generates more profit. We will help you develop
customized systems which will yield user-specific management reports,
providing you with clear, easily understood relevant and useful information.
Careful analysis of operations, projected and ongoing projects and how you and
your company spend your time and money is how we’ll get it done.

Developing and tapping into software solutions which are applicable to your
needs. We will hold your hand in areas that you may lack expertise in. We are
always available to answer your questions.

Our commitment to old fashioned customer service will benefit you and your
business through our awareness, attention and analytical understanding of the
whole picture. We also offer insightful evaluation and training necessary to get
you and your team up to speed so that you become more self reliant, because
that is where the gold is.

Helping you with critical business development, marketing, advertising and cost
benefit analysis. Remember that nothing happens until someone is selling and
someone is buying.

Because, in a competitive world, market share is also important, we are also
prepared to lend our expertise in mergers, acquisitions and brokerage.

Most growing businesses also need knowledge in Human Resources. As much
as we like to do it all by ourselves, we usually find a need to delegate certain
tasks to others.

We can save you time, money and potential grief by assisted you in attracting,
interviewing and selection of personnel.

TAX SERVICES

Because tax laws are confusing and subject to interpretation, we’re happy to
offer you a free second opinion, in order to help you decide what’s appropriate for
you.

Because you should only pay Uncle Sam what you legally owe, we’ll be happy to
help you with Strategic Planning. We’ve done it before and we can do it for you.
With a critical eye to understanding your unique needs and financial situation, we’
ll minimize your tax burden, and make sure that the many new, and sometimes
ambiguous tax laws work for your advantage.

Our diverse and successful track record serving individuals, estates,
partnerships, corporations, trusts and LLC’s can work for you.

Whether you’ve done really, really well, or you are just on your way, we know how
to protect your assets and how to help you plan for your future. You can rely on us
for estate and gift tax planning, estate tax minimization and exit strategies. After
all, it’s your money, and we want to make sure you are aware of your options and
make the choices right for you.

In order to secure and maximize the growth of your estate, we can lend you our
expertise in 1031 Exchanges, What-if Analysis and entity selection. The choices
you make now are important and will reflect on how you’ll prosper (or Not) in the
future. We’ll make sure you make the right ones.

Amended returns are another way we’ve learned to help save people money.
Many folks inadvertently overpay their taxes and are entitled to having this
grievous situation put right. We’ll see to it that you don’t pay a dime more than you
should.
.
B. JOE ROSA, JR., CPA
Our Services:
Our Mission

SAVING YOU MONEY IS OUR
BUSINESS
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