Bookkeeping
Clean, accurate books are the foundation of everything else we do. We reconcile your accounts and categorize transactions every month, then deliver financial statements you can rely on.
Monthly bank and credit card reconciliations
Profit & loss, balance sheet, and cash flow reports
Cleanup and catch-up bookkeeping for past periods
Books kept tax-ready all year
Advisory
Tax preparation looks backward. Advisory looks ahead. We meet with you during the year to plan your strategy, so savings are built in before the return is ever filed.
Proactive tax planning and projections
Entity structure review (LLC, S Corp, and more)
Real estate investor tax strategy
Business decision support
Tax Preparation
Your returns are prepared by an Enrolled Agent who already knows your business, with the strategies we planned during the year applied.
Business returns (Partnership, S Corp, C Corp)
Individual returns
Multi-state filings
Estimated tax calculations
Payroll
We run payroll so your team is paid correctly and on time, and your payroll taxes are deposited and filed without you thinking about it.
Payroll processing and direct deposit
Federal and state payroll tax deposits and filings
Year-end W-2s and W-3s
New hire setup and reporting
Compliance
Missed filings mean penalties. We track your deadlines and handle the filings that keep your business in good standing.
Sales tax filings
1099 preparation and filing
State and franchise tax reports
IRS and state notice response