Our Services
What We Do
We provide thoughtful, precise services across the financial lifecycle of a business or individual:
Tax Planning & Preparation
Anticipatory and grounded strategies to preserve your wealth and peace of mind.
Financial Planning
Comprehensive guidance to help align your long-term goals with practical, principled financial strategies.
Accounting & Bookkeeping
Minimalist, accurate systems that keep your business flowing.
Mergers & Acquisitions (M&A)
Financial due diligence with discretion, insight, and alignment.
Business Succession Planning
Helping you transition your business with grace and legacy in mind.
Strategy & Business Planning
Building clear, customized plans rooted in both purpose and profit.
Business Valuations
Deep, thoughtful assessments of value beyond the surface numbers.
401(k) & Investment Purification
Careful review and cleansing of retirement and investment accounts to align with Islamic financial principles.
Shariah-Compliant Loan & Equity Structuring
Structuring financial arrangements that reflect Islamic values while maintaining legal and strategic clarity.
Zakat Calculation for Complex Assets
Accurate assessment and documentation of zakat obligations on business assets, investments, real estate, and receivables—designed for clients with complex financial profiles.
IRS Representation
Reliable, experienced advocacy through audits, notices, and disputes.
Estate Planning
Coordinated planning to protect, preserve, and pass on your assets in accordance with both legal standards and personal values.