Our Services
With years of experience in the financial services industry, we have helped numerous clients achieve financial clarity, compliance, and strategic growth. Our expertise extends to serving individuals, small businesses, and athletes in navigating their unique financial landscapes.
Tax Preparation & Planning
Navigating the complexities of tax laws can be daunting. Stay ahead with our expert tax solutions, ensuring peace of mind year-round.
Our experienced CPAs offer:
• Individual & Business Tax Filing: Accurate and timely preparation to maximize deductions and credits.
• Strategic Tax Planning: Proactive strategies to minimize liabilities and align with your financial goals.
• Audit Support: Guidance and representation during IRS audits to ensure your interests are protected.
Virtual CFO Services
Empower your business decisions with data-driven insights. Gain executive-level financial insight without the overhead.
Our Virtual CFO services offer:
• Financial Strategy Development: Crafting budgets, forecasts and financial models.
• Performance Monitoring: Ongoing analysis to track progress and adjust strategies.
• Investor & Stakeholder Reporting: Clear communication of financial health to key parties.
Bookkeeping & Financial Reporting
Accurate financial records are the backbone of any successful enterprise. Let us handle the numbers, so you can focus on growing your business.
Our bookkeeping services include:
• Transaction Recording: Meticulous tracking of income and expenses.
• Bank Reconciliations: Regular reconciliation to ensure financial accuracy.
• Financial Statements: Preparation of balance sheets, profit and loss statements, income statements and cash flow reports.
NIL (Name, Image, Likeness) Advisory
Capitalize on your brand while staying financially sound.
For student-athletes and professionals navigating NIL opportunities, we provide:
• Contract Analysis: Reviewing agreements to ensure fair and compliant terms.
• Income Management: Strategies for budgeting and saving newfound earnings.
• Tax Implications: Guidance on reporting NIL income and maximizing deductions.
CLIENT TESTIMONIALS
At Capital Solutions, we value the feedback and experiences of our clients. Here, you will find a collection of testimonials that reflect the dedication and quality of our services. We take pride in building strong relationships and consistently exceeding expectations. Thank you for taking the time to hear from our satisfied clients!
Tax Preparation & Planning
Ryan F.
Owner, Custom Kitchen Remodeling
“Switching to this CPA firm was the best decision for my business. They identified deductions my previous accountant missed, resulting in significant tax savings. Their proactive approach to tax planning has been invaluable.”
Bookkeeping & Financial Reporting
Karen M.
Independent Consultant
“I approached them with a complex tax situation just weeks before the deadline. They handled everything efficiently, turning a potential tax bill into a refund. Their professionalism and expertise are unmatched.”
Juliana R.
President, Time Corp
“Their bookkeeping services have transformed how I manage my business finances. Monthly reports are accurate and timely, giving me a clear picture of my company’s financial health.”
Michael J. M.
Owner, Marino & Associates
“I was overwhelmed with managing my books until I partnered with this firm. They organized my accounts and provided insights that helped me make informed decisions.”
Virtual CFO Services
Robert S.
Tech Works, LLC
“As our business expanded, we needed strategic financial guidance. Their virtual CFO services provided us with budgeting, forecasting, and financial analysis that aligned perfectly with our growth objectives.”
Andrew T.
Controller, Aerospace Operations
“Their virtual CFO team feels like an extension of our own. They offer insights that have been crucial in our decision-making processes.”
NIL (Name, Image, and Likeness) Advisory
Glenn T.
Collegiate Athlete
“Navigating NIL opportunities was daunting until I consulted with this firm. They provided clarity on contracts and ensured I understood the tax implications, setting me up for long-term success.”
Alex R.
Student-Athlete
“Their expertise in NIL advisory has been a game-changer. They helped me manage my earnings and plan for the future, all while ensuring compliance with regulations.”