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Advisory services
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Tax Consultation
Our fee is $150 for 40 minutes. With constantly changing tax regulation that is a high importance to stay ahead of the tax obligations and to understand tax related business nuances. The timely and professional tax advice not only helps to handle complex tax compliance needs, but also may help to save tremendous amount of money.

If you engage in future services we credit the consultation fees towards future professional charges. If we don’t have the competence we will tell you that as well, and refund the consult fee.

Additionally we can issue memorandum to sustain our advise.

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Accounting and Financial Advisory Services

Our fee is $150 for 40 minutes. We provide advisory service on matters related to accounting and financial reporting. Accounting and financial advisory service is designed to help business owners to make right business and financial decisions that contribute to the growth and strategic success of the business.

Our accounting advisory professionals work with senior leadership across different accounting and financial areas. We apply our expertise coupled with many years of experience and deep knowledge. We develop innovative, technology-driven solutions to our clients.

Additionally we can issue memo to support our advise.

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CPA Letter for Verification of Self Employment

Fee is $400. CPA Letter for Verification of Self Employment is a document issued by the CPA who affirms that the CPA has prepared or has reviewed the applicant’s tax returns and that the applicant is self-employed. The primary purpose of the letter is to independently verify the self-employment status of the loan applicant(s).

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We cover Requests from Lenders:

•    Confirmation of a client’s self-employment status;
•    Verification of income from self-employment;
•    Verification of a self-employed borrower’s business ownership percentage;
•    Profitability or sustainability of a self-employed client’s business; and
•    Possible impact on a self-employed client’s business if money is withdrawn to fund the down payment on a real estate purchase.

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We base our fees on time required at our regular rates for the type of services and personnel assigned plus out-of-pocket costs. We also give consideration to the difficulty and size of the assignment, the degree of skill required, time limitations imposed on us by others, the experience and ability of the personnel assigned, the nature of the project, the level of cooperation by the client’s staff, and the value of the services to the client.
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