Services

Tax, accounting, attest and advisory services for organizations that serve people.

Tax Planning & Compliance

Proactive, year-round tax guidance and accurate, on-time filings. We plan ahead so tax season is a confirmation, not a surprise.

• Business and individual returns for practice owners and partners

• Form 990, 990-EZ and 990-N for nonprofits, and tax-exempt status applications

• Form 1120-H and 1120 for homeowners associations

• Entity structure, retirement plan and compensation planning

• Quarterly estimates, payroll and sales tax compliance

• Multi-state filings for organizations operating across state lines

Accounting & Bookkeeping

Clean, current books and financial statements you can hand to a board, lender or grantor with confidence.

• Monthly bookkeeping and bank, credit card and loan reconciliations

• Accounts payable and receivable oversight and payroll coordination

• Monthly or quarterly financial statements with a plain-English summary

• Fund accounting and grant tracking for nonprofits

• Reserve fund tracking and budget-to-actual reporting for HOAs

• QuickBooks Online setup, cleanup and training

Attest Services

Independent CPA reviews, compilations and agreed-upon procedures that satisfy state statutes, bylaws, lenders and funders.

• Financial statement reviews for HOAs and nonprofits that require a CPA review under state law or governing documents

• Compilations with full disclosures for lenders, grantors and boards

• Agreed-upon procedures engagements, such as reserve fund and grant compliance testing

• Preparation engagements under SSARS when a review is not required

• Audit readiness: we prepare your records and schedules so a required audit runs smoothly

Fractional CFO & Advisory

Part-time financial leadership for organizations that need strategy, not just bookkeeping.

• Annual budgets and rolling cash flow forecasts

• KPI dashboards and monthly management reports

• Pricing, payer mix and productivity analysis for healthcare practices

• Board and finance committee presentations

• Lender, investor and grant application support

• Practice start-ups, acquisitions and exit planning

Tax Resolution & IRS Representation

Received an IRS or state notice? As a CPA and attorney, Faisal can represent you directly.

• IRS and Arizona Department of Revenue audits and examinations

• Back tax filings and penalty abatement

• Installment agreements and offers in compromise

• Payroll tax problems and trust fund recovery penalty defense

• Reinstating revoked tax-exempt status

Let's talk about your organization

Tell us what you need, and we'll schedule a 30-minute consultation to see whether we're a fit. No obligation.