Our Services
From compliance to strategy, we offer comprehensive services designed to support your financial success at every stage.
Tax Preparation & Compliance
Get accurate, timely filings without the stress. We handle everything from simple returns to complex multi-state situations.
What is included:
- Individual tax returns (1040)
- Business returns (1120S, 1065, 1120)
- Multi-state filing coordination
- Amended returns and prior year filings
- IRS and state notice resolution
- Estimated tax payment planning
Best for: Individuals and businesses who want peace of mind knowing their taxes are done right.
Tax Planning & Advisory
Move beyond reactive filing to proactive strategy. We help you minimize tax liability and keep more of what you earn - all year long.
What is included:
- Year-round tax planning sessions
- Entity structure optimization
- Income timing strategies
- Retirement contribution optimization
- Tax-efficient investment guidance
- Major transaction planning
Best for: Business owners and high earners looking to reduce their tax burden through strategic planning.
Accounting & Bookkeeping
Clean books give you clarity. Know exactly where your business stands with accurate, up-to-date financial records.
What is included:
- Monthly bookkeeping and reconciliation
- Financial statement preparation
- Cash flow tracking and reporting
- Accounts payable/receivable management
- Chart of accounts setup and optimization
- Year-end close and adjustments
Best for: Business owners who want financial clarity without spending hours on data entry.
Not sure which services you need?
Get Your Strategy SnapshotPayroll & Reporting
Reliable payroll means happy employees and no compliance headaches. We handle it all so you can focus on your business.
What is included:
- Full-service payroll processing
- Payroll tax deposits and filings
- W-2 and 1099 preparation
- Workers compensation reporting
- New hire reporting
- Direct deposit setup
Best for: Businesses with employees who need reliable, compliant payroll processing.
Tech Automation & Process Optimization
Stop doing things the hard way. We implement modern tools and workflows that save you time and reduce errors.
What is included:
- Accounting software setup and integration
- Automated data feeds and reconciliation
- Receipt capture and expense management
- Dashboard and reporting automation
- Workflow optimization consulting
- App stack recommendations
Best for: Business owners ready to modernize their financial operations and save hours each month.
Business Setup & Entity Guidance
Start your business on the right foundation. We help you choose and set up the entity structure that fits your goals.
What is included:
- Entity type analysis (LLC, S-Corp, C-Corp)
- State registration and formation
- EIN application
- Operating agreement guidance
- Initial accounting system setup
- First-year tax planning
Best for: Entrepreneurs and new business owners who want to start smart and avoid costly mistakes.
Not sure which services you need?
Get Your Strategy SnapshotRetirement & Transition Planning
Plan for what is next with tax-aware strategies. Whether you are retiring or selling your business, we help you maximize your outcome.
What is included:
- Retirement income projections
- Tax-efficient withdrawal strategies
- Required minimum distribution planning
- Business succession planning
- Sale and exit strategy tax planning
- Estate and gift tax considerations
Best for: Individuals approaching retirement or business owners planning their exit strategy.
Let us find the right fit for you
Every situation is unique. Schedule a strategy call to discuss your needs and explore how we can help.