Premium Advisory Services
Six core service areas designed to build, protect, and grow your business — from formation to funding to exit.
Tax Preparation & Tax Planning
For Individuals, Families & Businesses
We go beyond filing. Our tax strategy approach identifies every legal opportunity to reduce your liability — now and in future years. Whether you're a W-2 employee, self-employed, or running a multi-entity business, we build a tax plan that works for your life.
What's Included
- Individual tax returns (W-2, 1099, Schedule C)
- Business returns: S-Corp (1120-S), C-Corp (1120), Partnership (1065)
- LLC and sole proprietor tax preparation
- Trust and estate tax returns
- Prior-year tax return filing
- IRS notice response and audit support
- Quarterly estimated tax calculations
- Year-round tax planning sessions
LLC Formation & Business Structuring
Start Right, Scale Smart
The entity you choose determines how much you pay in taxes, how protected your assets are, and how investors and lenders view your business. We help you make the right choice from the start — and restructure when your business outgrows its current setup.
What's Included
- LLC, S-Corp, and C-Corp formation
- Operating agreements and corporate bylaws
- EIN registration and state filings
- Entity conversion and restructuring
- Multi-entity structuring for asset protection
- Registered agent services guidance
- Business licensing and compliance
- Annual report and maintenance support
Bookkeeping & CFO Support
Know Your Numbers, Grow Your Business
Clean, accurate books are the foundation of every smart business decision. Our bookkeeping and fractional CFO services give you the financial clarity to manage cash flow, plan for growth, and walk into any bank or investor meeting with confidence.
What's Included
- Monthly bookkeeping and reconciliation
- Accounts payable and receivable management
- Financial statement preparation (P&L, Balance Sheet, Cash Flow)
- Payroll processing and 1099 preparation
- Cash flow forecasting and budgeting
- Fractional CFO advisory
- KPI tracking and financial dashboards
- Audit preparation and support
Business Credit & Funding Readiness
Access Capital When You Need It
Most businesses aren't turned down for funding because of bad ideas — they're turned down because they aren't financially prepared. We help you build the credit profile, financial documentation, and business infrastructure that lenders and investors require.
What's Included
- Business credit profile building
- Dun & Bradstreet, Experian, and Equifax business credit
- Financial statement preparation for lending
- SBA loan readiness assessment
- Grant research and application support
- Investor pitch financial preparation
- Business plan financial projections
- Banking relationship strategy
Strategic Advisory for Small Businesses
A Trusted Partner in Your Growth
Running a business is complex. Having a trusted advisor who understands both the financial and operational sides of your business makes all the difference. We provide ongoing strategic guidance to help you make smarter decisions at every stage.
What's Included
- Business growth strategy and planning
- Profitability analysis and margin improvement
- Business structure optimization
- Exit planning and business valuation
- Succession planning
- Vendor and contract review (financial terms)
- Merger and acquisition financial advisory
- Quarterly business reviews
Tax Planning Sessions
A proactive tax plan is the single highest-ROI investment most business owners never make. We identify legal strategies to reduce your tax bill — before the year ends, not after.
Basic Planning
$500–$1,000
For W-2 earners and new business owners
Business Owner Planning
$1,000–$2,500
For LLC owners, consultants, and self-employed clients
Advanced Strategy
$2,500–$5,000+
For high-income earners and real estate investors
U.S. Market Entry for International Entrepreneurs
We help African and global founders establish compliant, bankable U.S. businesses — from entity formation to EIN registration, banking setup, and international tax strategy. The entire process is completed remotely. No U.S. travel required.