What We Do
Our Services
Full-spectrum accounting and advisory — tailored to where you are and where you want to go.
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Tax Preparation & Planning
We handle all federal and state tax compliance while helping you plan proactively to reduce your tax liability year-round.
- ✓Individual (Form 1040) — including self-employed, rental income, investments
- ✓S-Corp, C-Corp, and partnership returns (Forms 1120/1120S/1065)
- ✓Sole proprietor and LLC filing
- ✓Multi-state returns
- ✓IRS notice response and audit representation
- ✓Year-round tax planning strategies and projections
- ✓Estimated quarterly tax calculations
Who this is for
- Individuals & families
- Freelancers & contractors
- Small businesses
- Mid-size corporations
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Bookkeeping
Accurate, timely books so you can make confident business decisions and sail through tax season without scrambling.
- ✓Monthly bank and credit card reconciliation
- ✓Accounts payable & receivable management
- ✓Payroll processing and reporting
- ✓QuickBooks Online and Xero setup & cleanup
- ✓Monthly P&L, balance sheet, and cash flow statements
- ✓Catch-up bookkeeping for prior years
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Business Advisory
Go beyond compliance with strategic guidance to grow your business, optimize cash flow, and plan for the future.
- ✓Business entity selection and formation (LLC, S-Corp, C-Corp)
- ✓Cash flow forecasting and budgeting
- ✓Profitability analysis and cost reduction strategies
- ✓Business valuation for sale, acquisition, or buy-sell agreements
- ✓CFO-on-demand services for growing companies
- ✓Financial projections for investors or lenders
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Nonprofit Services
Specialized accounting and compliance support for mission-driven organizations maintaining their 501(c)(3) status.
- ✓Form 990 and 990-EZ preparation
- ✓Grant accounting and restricted fund tracking
- ✓Board financial reporting and audit prep
- ✓501(c)(3) application assistance
- ✓Unrelated business income tax (UBIT) analysis
- ✓Financial policy development
Explore Each Service in Detail
Not sure which service you need?
Schedule a free 30-minute consultation and we'll walk you through exactly what makes sense for your situation.
Book a Free Consultation