PROFESSIONAL SERVICES

FINANCIAL SERVICES

Carlos Tantte is a partner in Eagle …. He has more than 20 years of accounting and consulting experience in financial services, and additional experience in the consumer goods and real estate sectors. Carlos has led a broad range of engagements in the US and Latin America focused on bank restructuring, product and pricing strategies, operational improvement, acquisitions, risk and capital management, organization design and decision-making and strategy. His sector experience spans retail , investment banking, asset management and wealth management. He has worked closely with institutions to help them fundamentally restructure their businesses following the global financial crisis, working with management and with government.

Claudia Pelaez is a partner in Eagle… She has more than 18 years of auditing ( Big 4 ) , accounting and consulting experience in consumer goods , factories and medical devices. Claudia has help companies in polices and procedures, product and pricing strategies, organization design and decision-making and strategy.

Financial Planning

We recognize that financial planning is a process, not a product.  We work with business owners and individuals to create a unique program to keep you focused on realizing your financial dreams. Our firm offers many areas of financial planning including retirement saving plans, wealth management, wealth protection, debt management, planning for education expenses, and estate planning. Together with our financial coaching and ongoing support, you will know exactly what to expect not only for this year, but for future years to come.

Business Advisory Services

We understand that there are many different aspects of owning a business. Our services such as Bookkeeping, Succession Planning, Advanced and Strategic Planning allow you to focus on the growth and success of your business. If you are thinking of forming a new business, we offer advisory services to ensure that your new business is structured to lead you to excellence.

Tax Planning + Preparation

We provide many tax services including, business & personal tax planning, individual and corporate income tax preparation for all fifty states, sales tax preparation, and tax audit relief. We work endlessly to keep the IRS out of your back pocket. Our clients use our firm’s services because of our knowledge, experience, professionalism and high level of integrity.

Payroll Services

Our payroll service combines our professional expertise and existing knowledge of your business. This enables us to offer you a high quality, completely personalized service that rivals the capabilities of the payroll services bureaus without any of the hassle. We offer a flat monthly fee structure for all payroll services. No extra fees for W-2’s, no fees for payroll compliance, and no unexpected extras.

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