All About Your Taxes

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Quality Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence.

Fisco Investment Management

Fisco Investment Management is a very conservative fixed income fund based in Atlanta and Palm Beach, Florida.

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City.

Stock Plan Solutions/Green Zapato

Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP. SPS/GZ was formed as a collaborative joint venture from two existing consulting firms (Stock Plan Solutions and Green Zapato Consulting). Both firms have handled stock plan administration consulting projects. However, SPS was focused more on administrative matters while GZC concentrated its efforts primarily in accounting, taxation, financial reporting and regulatory-related issues for equity compensation plans. The formation of SPS/GZ resulted in a best-of-breed, fully comprehensive stock plan administration outsourcing firm. In 2010, the IRS adopted regulations pursuant to Section 6039 of the Internal Revenue Code, requiring companies to provide stock plan participants with Form 3921 for all Incentive Stock Option (ISO) exercises and Form 3922 upon first transfer of legal title of shares acquired in conjunction with a qualified Employee Stock Purchase Plan (ESPP). SPS/GZ's stock plan outsourcing clients began inquiring about services for these new tax forms. SPS/GZ wanted to provide a complete solution to their clients and other companies needing this service. SPS/GZ decided to invest in building a highly secure portal that easily allows exchange of confidential information and feeds into a software program capable of performing data audits and producing forms in an IRS acceptable format. Pairing this technology with an interactive client corrections portal and online data archiving resulted in the most robust platform in the industry. Additionally, SPS/GZ sought out subject matter experts to ensure compliant procedures and sound internal control policies. This successful venture resulted in many clients requesting additional tax form reporting services from SPS/GZ, including 1099 forms and eventually the forms required under the Affordable Care Act. SPS/GZ proudly provides tax form reporting services to hundreds of satisfied clients and entities throughout the United States.

Choice Funding, llc

The Choice Funding Difference In today's competitive market you need a trusted payment processing partner who can offer you a complete merchant solution. With Choice Funding we offer you the most innovative technology, streamline business funding and world-class customer service to achieve your businesses goals. We're pleased to say that we have helped thousands of businesses large and small. Regardless of the size and scope of your company, each of our clients receive the same first class customer service from one of our highly skilled, personalized account representatives. Our ability to provide a full merchant solution to businesses of any size is just one of the many reasons why Choice Funding is your complete merchant solution provider!