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OUR SERVICES

ADDITIONAL SERVICES & EXPERTISE

FOR EVERY OCCASION

MICHELE

SWEETEN

CVA EVALUATION

Our Certified Valuation Analyst (and president!) can help you determine the value of your business for merging, selling, and/or exiting.

CHRISTIANA

SHAEFER

R&D PAYROLL TAX

Our team has worked with many payroll providors to capture R&D tax credit on the quarterly payroll forms. 

ANDREW

WALLIN

R&D TAX STRATEGY

Our team can help you identify what is eligible for R&D tax credits.

ANN

BROOKE

STATE FILINGS

Our team can quarterback the filings in each state when you operate in multiple states.

JACKIE

SWEETEN

DISSOLUTION

Our team can help tie up the loose strings from closing your business by dissolving your entity at the state and federal level.

ANGELA

ANGELO

S-CORP STRATEGY

Our team can identify the most tax-efficient strategy for your entity.

GRETCHEN

GIBSON

PARTNERSHIP &

TRUST STRATEGY

Our team can work through the tax issues unique to partnerships and trusts.

MEREDITH

SCHRUP

QUICKBOOKS OR

XERO ISSUES

Our team can consult on the stickiest of QuickBooks troubleshooting.

ABIGAIL

JONES

ACCOUNTING

PROCESSES

Our team can create efficient and customized processes to bridge the gap between how things really happen and how they are reflected in the accounting reports.

CARI

VINCENT

IRS LETTERS

Our team knows the IRS lingo and can help with nasty notices and communicating with IRS auditors.

WHAT PEOPLE SAY

"Christiana is amazing… Highly efficient, wouldn’t change anything. Keep it up!"

—  Will Sutton (The Sutton Law Firm)

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