top of page
Image by Raphael Nogueira

Practice Areas

Tax prep and Strategy

 

More than just filing. We provide sound guidance and tax planning that can save you 10 times more in tax than what we charge.

  • Consolidated tax returns

  • Pass-through entities

  • C corps

  • Personal

You'd be surprised how fair our fees are compared to the "other guys."

Oh, and we don't mail anything to you, especially those awkward 100 page organizers. Everything is e-signed and you will have your own portal to upload your tax documents and answer tax questions.

 Acquisition Due Diligence

Due-diligence - a fancy word for hiring M&A to gain reasonable assurance that the seller isn't hiding anything. We know what to look at and have proprietary techniques to gain reasonable assurance that the facts and data that you relied on to make a purchase decision of free from material inaccuracies or misstatements. 

Financial Statement Preparation & Reviews

 

We have performed thousands of Financial  Statement reviews for Regulation Crowdfunding and commercial lending. We make the process as painless as possible while ensuring the integrity and professionalism of the financials, notes, and disclosures.

Bookkeeping

 

Xero, Quickbooks (desktop & online), and excel. 

From implementation, to setting up a chart of accounts, to bank reconciliations, to integration with 3rd party software. The financial statements (books) can be some of the most dreadful chores of operating a business. However, the books are the pulse of your business and need to be designed to provide meaningful data in the most automated fashion. We have been there, done that 1000 times. We can provide regular monitoring and maintenance of your financials to ensure that they are updated year-round in order for you to make informed business decisions.   

eCommerce accounting

 

logo.PNG
Startup & Advisory

 

Advice - What do you want to do and what will get in your way?

We enjoy working with startups more than any other form of business and you will have our genuine attention and commitment as long as you need us. We will advise you on the best practices of firms in your industry and help with strategic decisions such as outsourcing, expansion, restructuring, divesting, new product lines, the works.

Forensic Accounting & Expert Witness Services

M&A has experience in performing financial analysis to assist in recovering lost profits and awarding damages. We can provide certified statements of fact regarding accounting standards and transaction treatment. We will also show up in court to defend our work. 

 

bottom of page