WHAT WE OFFER

The founders of SK Advisory Group have spent decades working with CPA & Financial firms specializing in various industries across the country. Throughout their diverse range in experience, the founding partners became specialists that set the very highest standard in Tax Compliance, Business Management, and Creative Problem Solving and Solutions.
We offer customizable packages that cater to each client’s individual needs, and we set ourselves apart by navigating creative solutions for any collaboration of personal or business tax returns and amendments, trusts, non-for-profits, as well as crypto currency data assessment and reporting. Through all our partners and affiliates, we also specialize in the creation, implementation, and tax reporting for one of the most innovative tax strategies ever conceived, the Non-Grantor Irrevocable Complex Discretionary Spendthrift Trust (utilizing IRC 643b).
Our group brings experience from tax accounting, tax law, business law, fractional CFOs, public accounting, as well as industries such as Fintech, Crypto & AMP, NFT, construction, real estate, health care and much more. We are entrepreneurs, small business owners, husbands, wives, friends, and neighbors. We understand the importance of community, cooperation, and the desire to succeed together. We make our clients business our business, and their success is our success.
Our Services
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Tax & Compliance Services
Income Tax Preparation
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Individual Returns – 1040
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Business Returns – 1065, 1120s, 1120
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Trust Returns – 1041
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Non-Profit Returns – 990, 990-EZ, 990-PF, 990-N
Income Tax Amendments
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Review, Correct & Amend the past 3 years of tax filings for Individuals & Businesses
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*All Tax & Compliance Services are done in house. We never outsource services or share any information with outside individuals or businesses
2
Bookkeeping Services
Bookkeeping Set-Up
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Initial Set-up & Categorization
On-Going Bookkeeping
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Monthly Close - Reconciliation
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Quarterly Close
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Year-End Close – Tax Prep Readiness
Bookkeeping Training
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New Book Set-Up Training
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Existing Book Training
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*All bookkeeping services are done in house. We never outsource services or share any information with outside individuals or businesses
3
Payroll & Business Services
Payroll Services
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Payroll Training
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Ongoing Payroll Service weekly/bi-weekly/monthly payroll & related filings
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Retirement & Healthcare Set-Up
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Business Filings
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Secretary of State Reports
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Monthly/Quarterly State Reports
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Local Tax Reports
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Sales Tax Reports – Training or Filings
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*Payroll Services are done in conjunction with Paychex, Gusto or QBO depending on the clients’ preference. All Business Filings are completed in house and not outsourced
4
Consulting Services
Tax Planning
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Quarterly Meeting to customize Tax Plans
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Business Management
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Book Review
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Entity Creation/Conversation
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Universal Family Services
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Personal Cash Flow & Asset Management
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Retirement Planning Assistance
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Tuition Planning
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*All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses
5
Fractional CFO Services
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Monthly/Quarterly Goal Meetings
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Cash-Flow Analysis
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Financial Planning & Analysis
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SWOT Analysis
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Strategic Direction Proposals
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Funding Preparation & Assistance
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* All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses
6
CryptoTax Compliance
Trader Facing
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Connects ALL blockchain wallets in one place
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Evaluated ALL transactions between ALL crypto wallets
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What-If Analysis TAX - Calculates lowest capital gain for tax purposes
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What-If Analysis TRADE - Calculates trade implications on capital gain tax
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NFT tracking
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Inventory methods for Sent/Receive
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Financial Firms
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Connects ALL blockchain wallets in one place
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Evaluated ALL transactions between ALL crypto wallets
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Produces detailed Audit Ready materials for prior year trades and cash-outs
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End-of-Year bookkeeping for clients who use Crypto for day-to-day expenses and income
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Tax Planning for traders of Crypto and NFTs
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Specialized Trust Services
Trust Accounting
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Trust Bookkeeping Set-Up
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Monthly Close-Out
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Quarterly Close-Out
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Transfer Requirements
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Continuous Compliance Review
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Trust Tax Returns
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Beneficial Trust Returns
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Business Trust Returns
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Family Foundation Trust Returns
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Trust Advice & Maintenance
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Yearly Lease Agreement Review
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Monthly & Quarterly Transfer Amount Calculations
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Compliance Training
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*All Trust Services are done in conjunction with The NAI Group & the responsible Trust Attorney. We never outsource services or share any information with outside individuals or businesses