Our Services
Comprehensive accounting and tax solutions tailored to your unique needs. From bookkeeping to strategic planning, we're here to support your financial success.
Business Services
Comprehensive accounting and bookkeeping solutions that keep your business running smoothly. From daily transactions to tax-return ready financial statements, we handle the numbers so you can focus on growth.
- Monthly bookkeeping and reconciliation
- Tax-return ready financial statements
- Payroll processing and compliance
- Cash flow management
- QuickBooks setup and support
Personal Tax Services
Trusted tax preparation and planning to maximize your refunds and minimize your liability. We stay current with tax law changes to ensure you benefit from every available deduction and credit.
- Individual tax return preparation
- Tax planning and strategy
- IRS representation and support
- Multi-state tax returns
- Amended returns and prior year filings
Advisory & Financial Strategy
Strategic financial guidance that goes beyond compliance. We partner with you to make informed decisions, optimize operations, and achieve long-term business goals through proactive planning and analysis.
- CFO advisory services
- Business consulting and strategy
- Financial forecasting and budgeting
- Performance metrics and KPIs
- Growth planning and analysis
Back Taxes & Catch-Up Filing
Years behind on filings? It is a project, not a verdict. We pull your IRS transcripts, rebuild the missing years from bank statements and file the open years oldest first. Personal, business and payroll.
- One to four years behind, business or personal
- IRS transcripts pulled before anyone guesses at a number
- Missing years rebuilt from bank statements
- Unfiled payroll returns brought current
- Scoped and quoted before we start
IRS Notices & Representation
Got an IRS letter? Do not call them yourself. Send it to us. We read the notice, pull the record behind it and deal with the IRS directly under a power of attorney, so you are not explaining yourself on the phone.
- CP notices, examination letters and Revenue Officer contact
- Representation under a Form 2848 power of attorney
- Transcripts read before anything is answered
- Help telling a real IRS letter from a scam
- Quoted before we start
S Corporation Election & Payroll
Should you even be an S corp? Most of the advice online comes from people who have never seen your numbers. We run the arithmetic on your actual return and tell you what it says, including when the answer is no.
- A straight answer on whether the election is worth it
- Reasonable compensation studies
- Owner payroll set up and filed
- 1120-S preparation and the March 15 deadline
- Late elections and broken elections
Ready to Get Started?
Let's discuss which services are right for you