Comprehensive Solutions for Business Owners & Entrepreneurs
Whether you’re launching a new venture, growing your operations, or streamlining internal processes, our team offers personalized tax, accounting, and advisory services to help you make smarter decisions and stay compliant at every stage.
What We Offer:
✅ Business Tax Preparation
Federal, state, and local filings for LLCs, S Corps, C Corps, and partnerships — including investment and rental property tax returns. We handle depreciation, entity-level compliance, and long-term planning.
✅ Bookkeeping & Accounting (Monthly, Quarterly, Yearly)
Choose from monthly, quarterly, or annual reporting — including income statements, balance sheets, and customized dashboards.
We also offer reporting through a premium ERP platform that gives business owners real-time financial visibility — even if you operate a single location.
Looking for clearer financials each month?
We’ll help you organize your books and actually understand what the numbers mean.
✅ Payroll Processing
Comprehensive payroll services including W-2s, 1099s, tax filings, direct deposit, and state compliance — simplified.
✅ Sales & Use Tax Filing
Sales tax registrations, filings, and nexus reviews — tailored for service businesses, product sellers, and hybrid models.
✅ Business Entity Setup & Optimization
From formation to restructuring, we guide you through choosing or changing your entity type to maximize long-term tax savings.
Thinking of switching from an LLC to an S Corp? We’ll help you do it the right way.
✅ Strategic Tax Minimization
Our team uses advanced strategies to reduce your business tax burden — from retirement plans and fringe benefits to income shifting and asset planning.
✅ IRS Audit Support & Representation
Full-service IRS and state audit defense — we handle the paperwork, the deadlines, and the negotiations so you don’t have to.
✅ CFO & Business Advisory
Fractional CFO insight to help you grow smarter: cash flow forecasting, strategic pricing, profitability analysis, and automation guidance — including optional integration with a high-level ERP system that scales with your business.
✅ Succession & Wealth Transition Planning
Ready to sell or transfer your business? We’ll help you structure the transition to reduce taxes and protect the legacy you’ve built.
✅ State & Local Business License Compliance
From LLC renewals to niche business licenses, we keep your registrations in good standing so you avoid compliance issues.
✅ And More
If you need help with documentation processes, internal systems, or industry-specific tax compliance, we’ll build a service plan around you.
🗣️ What Our Clients Say
“Avicenna helped us convert to an S Corp and saved us over $14,000 in just one year.”
“Our books are now updated monthly, and we finally understand what our numbers are telling us.”
🤔 What Clients Often Ask Us…
Q: Should I switch from LLC to S Corp?
A: If your business earns over $60K in net profit, it could result in major self-employment tax savings. We’ll run the numbers for you.
Q: Do I need advanced systems like ERP?
A: If you want clear reports, automation, and audit-ready books, we can scale your setup accordingly.
Q: Can you also help with retirement or long-term planning?
A: Yes — many of our business clients benefit from tax-efficient retirement strategies, including insurance-based planning and business exit structures.
💡 Did You Know?
Life insurance can be a “tax-free retirement boat”?
Used properly, certain life insurance plans (like Indexed Universal Life) can provide tax-free income, living benefits, and long-term savings — all while protecting your family or business.
👉 Click here to explore our Financial Planning & Retirement services »
📞 Let’s Build Your Business Smarter
Whether you need monthly bookkeeping, a tax-saving entity change, or full CFO support — we’re here to help you grow with confidence.
📲 Call us today: ___________________
📩 Or request a free consultation through our secure contact form.
🔒 Compliance Disclosure
Insurance products and strategies are offered through licensed professionals and subject to underwriting and product availability. Results may vary based on client suitability and carrier guidelines. This content is for informational purposes only and should not be considered legal or tax advice. Please consult your tax or legal advisor for personalized guidance.