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For Individuals

EJM provides personalized financial guidance for individuals, focusing on managing taxes, personal finances, and planning for the future.

Key Services:

  • Tax Advisory and Preparation:
    • Strategies designed to minimize liability through meticulous financial planning.
    • End-of-year tax services designed to optimize financial outcomes.
  • Fiduciary Liaison Services:
    • Collaboration with fiduciaries to manage and report on financial accounts.
    • Recommendations for trustworthy fiduciaries to oversee estates and trusts.
  • Personal Finance Guidance:
    • Assistance in budgeting, financial planning, and preparing for major life expenses.
    • Strategies for maximizing savings and investments.

For Small Businesses

EJM is committed to helping small businesses scale and improve operations through tailored financial and accounting solutions.

Key Services:

  • Business Formation Consulting:
    • Assistance in deciding the right structure for your business, including S Corporations, C Corporations, and Sole Member LLCs.
    • Expert advice to ensure your business is set up for success from the start.
  • Full-Service Accounting:
    • Comprehensive CPA and bookkeeping services available 24/7 to ensure your business stays on track.
    • Experienced senior accountants managing business finances with precision since 1975.
  • Tax Planning and Services:
    • Strategic tax planning to reduce tax burdens while remaining compliant with laws.
    • Preparation and filing of business taxes, ensuring the best possible outcomes.
  • Overseas Financial Consulting:
    • Advisory on managing international finances and compliance with global standards.
    • Specialized services for businesses expanding operations internationally.
  • Financial Compliance and Auditing:
    • Detailed audits to ensure compliance with tax and financial regulations.
    • Insights from forensic accounting to identify potential risks and discrepancies.
  • Charitable Organization Support:
    • Preparation and review of Form 990 for nonprofit organizations.
    • Guidance on maintaining compliance with tax laws and maximizing charitable impact.

Get started with the experts that know accounting.

Don’t let unexperienced accountants jeopardize your finances. With more than 25 years of experience, EJM is the right choice.

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