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How does EJM serve individuals?

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

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

EJM partners with you to identify areas for growth and achieve your financial aspirations. We’re committed to delivering personalized solutions that maximize the potential of your resources.

How does EJM serve small businesses?

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

  • 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.
  • 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.
  • Strategic tax planning to reduce tax burdens while remaining compliant with laws.
  • Preparation and filing of business taxes, ensuring the best possible outcomes.
  • Advisory on managing international finances and compliance with global standards.
  • Specialized services for businesses expanding operations internationally.
  • Detailed audits to ensure compliance with tax and financial regulations.
  • Insights from forensic accounting to identify potential risks and discrepancies.
  • Preparation and review of Form 990 for nonprofit organizations.
  • Guidance on maintaining compliance with tax laws and maximizing charitable impact.