"Mr Shafi and his staff work diligently to make sure that our payroll reports and tax returns are filed on time. Top-class service at reasonable rates."

Mr. Ahmed, President
Dupont Printing

"Exceptional service... reliable, very knowledgeable about issues that matter the most to small and medium-sized businesses."

Carol & Jerry Bartlett
C&J Assets, LLC

"We can rely on Mr. Shafi to be up to date with ever-changing tax laws, so that we are ahead of the curve when planning for our upcoming budget and tax projections."

Mr. Small, President
Continental Mortgage

Accounting and Management Consulting

• Preparation and analysis of financial statements
  • Profit and Loss Account
  • Assets and Liabilities
  • Cash Flow
  • Net Worth
• Cash and Wealth management
• Variances between actual and budgeted results
• Comparative results of past and current years financial and accounting data
• Optimal choices and Implementation of Tax and Accounting Software

Payroll and Employment Issues

• Preparation of all monthly, quarterly and annual reports
• Compliance reporting to IRS and states for independent contractors and employees
• Structuring employee 401 (k), IRAs, other benefit plans and fringe benefits

Income Taxes

• Individual, corporate, partnership, limited liability companies and trust income tax planning and return preparation
• Pros and cons in the choice of tax and legal entities
• International tax issues and treaties
• IRS audits and representations

Estate Taxes

• Estate and Gift tax planning and return preparation
• Estate Tax projections and tax-saving techniques

Financial Planning

• College and retirement planning
• Wealth and Income management
• Asset protection
• Buy-sell agreements and business plans
• Life insurance, annuities and mutual funds