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Questionnaire
Our entire process starts with a questionnaire that leads to the next steps. You simply answers questions that are critical to a successful back-office and we get to discover you and your business and go from there.
Questionnaire
Discovering you
Accounting Set up
Reporting
Measuring
Optimizing
Our Services
Our Team
Kamy Eliassi CPA
— Accounting & Tax Expert
— 15 years of experience
Bob Sternshein CPA
— Tax Planning
— Estate & Retirement Planning
— 30+ Years of Experience
Melita A, Enrolled Agent
— Senior Accounting Specialist
— Enrolled Agent
CPA Associate
— Coming Soon
— Tax Interviews & Planning
We can tailor make the best services just for your needs.Schedule a call with us so we can understand your needs and set you up on the perfect plan.