Business and personal taxation for entrepreneurs and their businesses. We are an IRS E-File provider and prepare returns in numerous states.
Chief Financial Officer services for early stage companies.
Business plans that raise capital.
Business entity selection and strategic tax planning factoring exit strategies, capital raise and more.
Compilations and write up.
Merger and Acquisition for deals from 250K to 25 million dollars. We manage the whole process including negotiation, deal structure and due diligence.
Private placement memorandums for the small business.
Incentive stock option plan design and implementation for C Corps, S Corps and LLC's.
Accounting software selection.
Management Consulting.
Independent wealth management monitoring.
(Series 6, 63 and 65 licensed). We ask your investment advisors the tough questions AND refer only those advisors who have proven themselves to our clients.
Prospective client questions ? johnMDcpa@gmail.com or call us at 904-254-3117 or 914-588-5388. Solicitations by email only please.