All clients interested in our services must schedule their initial consultation. It is free, but required.During our meeting we will discuss your goals and how our services can be used to meet your goals. Select any one of the following services for further information.
Industries
We provide specialized accounting and consulting services across diverse industries: including real estate, retail, and technology. Our expert team ensures precise financial management, compliance, and strategic planning tailored to the unique needs of each sector, driving growth and efficiency.
Need help with an upcoming project, property management accounting or taxes, or understanding real estate transactions? Contact Us!
Confused on how to maintain inventory? Or are you confused on how to maintain your accounting books? Contact Us!
Real Estate
Our accounting and tax services for the real estate industry offer precise financial management and strategic tax planning. We help clients optimize their financial performance, ensure compliance with regulations, and maximize tax benefits. Our expertise in real estate transactions, property management, and investment strategies provides clients with tailored solutions to meet their unique needs, driving growth and success in the market.
Residential Real Estate
Commercial Real Estate
Property Management
Real Estate Development
And much more!
Retail
Our accounting and tax services for the retail industry offer precise financial management and strategic tax planning. We help retail clients optimize their financial performance, ensure compliance with regulations, and maximize tax benefits. Our expertise in inventory management, sales analysis, and cost control provides tailored solutions to meet the unique needs of retailers, driving growth and profitability in a competitive market.
Clothing and Apparel Stores
Electronics and Appliance Stores
Home Goods and Furniture Stores
Specialty Retail Shops (e.g., bookstores, toy stores)
And much more!
Individuals
Our personalized accounting and tax services offer comprehensive financial management and strategic tax planning tailored to individual needs. We assist clients in optimizing their personal finances, ensuring compliance with tax regulations, and maximizing deductions and credits. Our expertise covers budgeting, investment analysis, and estate planning, providing tailored solutions that promote financial stability and growth.
Personal Budgeting and Financial Planning
Tax Preparation and Filing
Investment Analysis and Planning
Estate and Trust Planning
Retirement Planning and Savings Management
Services
Expert management consulting, tax advisory, and accounting services for strategic growth and compliance.
Accounting
Accounting and Bookkeeping Services are offered on an annual-membership basis which is paid monthly up until the expiration of the membership year. Rates for individuals also vary based on personal circumstances and business rates vary depending on its size.
All memberships (individuals and businesses) include the following:
Free Expense Reporting App,
One Free Monthly Status Meeting,
Monthly Bank Reconciliations,
Monthly, Quarterly, and Annual Profit/Loss Statement
Monthly Balance Sheet, Statement of Cash Flows, and Income Statement.
Consulting
Business Consulting Services include, but are not limited to, the following:
Incorporation in any one of the 50 states.
Limited Liability Company (LLC) registration in any one of the 50 states.
Business Licenses
Registration of the employer ID number
Bank Accounts; and much more!
Tax Advisory
Tax Services rates for individuals and businesses vary depending on the unique circumstances. Contact us for more information.The following Tax Services are provided, but not limited to:
Individual Tax Preparation and Filing,
Business Tax Preparation and Filing,
Tax Consulting, Planning, and Strategies.
"As the world becomes more global-centric, many companies are looking for expert consultants to help them integrate the technology into their processes. There’s a unique opportunity here to help businesses with more complex needs around technology and the process of integrating it into their existing structures and infrastructure. The consultant is needed to help companies of all shapes and sizes navigate the ever-evolving landscape of technology. The consultants can be an important resource for the company, providing guidance on everything from deployment to governance structures and support for regulatory compliance."
-Sean M., Consultant at Ideal: Accounting & Tax Services
Schedule a Meeting Today!
Ideal Services for
Senior Citizens
Elder Financial Care
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...
Reviewing and paying household bills, budgeting, and record keeping.
Assistance with check writing and checkbook balancing.
Making sure money is received, receipted, and deposited.
Offering second opinions regarding household issues and unexpected situations.
Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
Determining current and long-term cash flow needs by analyzing income and expenses.
Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
Preparing, planning and filing income, trust, gift and estate tax.
Providing referrals to local services and agencies.
Estate Planning
Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.
You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest, and knowledgeable professional.
We can be on your team, looking out for your loved one’s best interest.Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.We recommend Tax Saving Strategies that help you...
Grow and preserve assets by keeping Uncle Sam out of your pockets.
Defer income so you can keep your money now and pay less taxes later.
Reduce taxes on your income so you keep more of what you make.
Reduce taxes on your estate so your family keeps more of what you've made.
Reduce taxes on your gifts so you can give more.
Reduce taxes on your investments so you can grow your wealth faster.
Reduce taxes on your retirement distributions so you can retire in style.
