Services
Professional tax and bookkeeping services tailored to individuals and growing businesses.
Commitment to ongoing Continuing Professional Education (CPE) ensures up-to-date knowledge of evolving tax laws and accounting standards.
Commitment to ongoing Continuing Professional Education (CPE) ensures up-to-date knowledge of evolving tax laws and accounting standards.
Tax Services
Comprehensive tax preparation, e-filing, extensions, planning, and ongoing advisory support designed to ensure compliance and optimize tax outcomes
Thoughtful, detail-driven tax preparation for individuals and self-employed who value clarity and accuracy
- Individual tax returns (Form 1040)
- Tax returns for self-employed and investors (Schedule C, Schedule E, Schedule B, Schedule D)
- Secure electronic filing (e-file)
- Amended tax returns (Form 1040-X)
- Prior-year tax return review
Personalized tax strategies designed to protect your income and support sustainable growth
- Strategic tax planning for individuals
- Business tax planning for self-employed and small business owners
- Estimated tax calculations
- Guidance on tax classification, including default classifications and S-Corp election for LLCs and Corporations)
- Year-End Tax Planning
- Tax Credit & Liability Review
- Evaluation of eligibility for federal and state tax credits
- Identification of missed deductions and optimization opportunities
Year-round advisory support to help you navigate tax matters with confidence and peace of mind
- Assistance with IRS notices
- Post-filing support
- Advisory consultations throughout the year
Bookkeeping Services
Accurate, reliable bookkeeping is the foundation of a financially healthy business. Services are customized to meet the operational needs of small businesses
Carefully structured QuickBooks setup aligned with the way your business truly operates
- New company file setup
- Chart of accounts configuration
- System structure and workflow design
- Integration setup
- QuickBooks team training & optimization
- One-on-one QuickBooks Online training
Refined accounting systems that bring simplicity, structure, and efficiency to your financial processes
- Best practices for financial organization
- Cleanup & period closing
- Catch-up bookkeeping
- Historical cleanup and corrections
- Monthly and quarterly close
- Year-end close
- Bank and credit card reconciliation
- Financial statement preparation
Consistent, reliable bookkeeping that keeps your business organized and financially informed
- Daily transaction recording
- Accounts Payable (bill entry and payments)
- Accounts Receivable (invoicing and tracking collections)
- Bank and credit card reconciliation
- Monthly financial reporting
Attentive payroll management designed to keep your team paid accurately and your business compliant
- Payroll setup and maintenance
- Time tracking coordination
- Tax withholdings and benefit contributions
- Federal and state payroll tax filings
- W-2 and 1099-NEC preparation
- Ongoing payroll compliance support