CFO & Tax Practice

If you’re looking for a blend of personal service and expertise, you have come to the right place!

Now, we are not your typical CPA Firm. We specialize in Tax Saving Strategies and help our clients achieve their personal and business goals.

Most business owners want to see results not just a report at the end of the month.  Yeah, reports are essential to businesses but what you do with them is what matters.

Are you looking at your Profitability Percentage based on your industry standard? How do you compare to your competition?

Is your payroll costs aligned with your Revenue? What can you do to improve this?

Is your business properly structured to make sure you are taking advantage of all the tax savings available for your industry?

What items in your inventory or service are more profitable or what you should be selling more of?

These are a few of many more questions a business owner should be asking and should know the answer!

Here is where we come in, we help you identify problems in your business and help you find a solution!

Business Services

We take care of your business finances for you, so you can focus on running your business.

  • Small Business Bookkeeping: as a business owner you have more important things to worry about than your books.  We do the numbers and analyze the data so we can help you brainstorm and address any problems the business may face.
  • ​Outsourced CFO Services: Our Outsourced CFO service gives you a professional financial manager who works with you to help guide your business to success.
  • Cash Flow Management: A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Tax Services

  • Tax Preparation: According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
  • Tax Planning: Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
  • Tax Problems: We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Tax savings is every business owner’s desire, we implement strategies available to your specific industry to get the most Tax savings available.

Le’s have a conversation on how we may be able to help your business, schedule a free strategy session with me today!

Marla Alvarez

“I’m passionate about helping others achieve success and what better way to help business owners get their business finances in order, fix problems to move forward.”

            Hablamos Español!!!!