Services
Our Services
Comprehensive tax, accounting, and bookkeeping solutions for individuals and small businesses.
Professional tax preparation, strategic planning, and reliable bookkeeping services designed to support individuals and small businesses year-round, with a strong emphasis on accuracy, compliance, and clear financial guidance.
Individual Tax Services
Accurate tax preparation and proactive planning designed to support individuals, families, and professionals while ensuring compliance and minimizing risk year-round. Our approach focuses on clear communication, detailed review, and strategic insight to help clients stay organized,
reduce potential liabilities, and confidently navigate changing tax regulations. We work closely with each client to understand their financial situation and provide reliable guidance tailored to their specific needs.
reduce potential liabilities, and confidently navigate changing tax regulations. We work closely with each client to understand their financial situation and provide reliable guidance tailored to their specific needs.
- Tax planning and estimated payments
- Self-employed and gig economy tax services
- Extensions and amended returns
- Federal and state individual tax preparation (Form 1040)
- IRS and state tax notice assistance
Business Tax Services
End-to-end tax compliance and strategic planning solutions for small businesses, partnerships, and corporations. Our services are designed to help businesses meet all filing and reporting requirements, reduce risk, and remain fully compliant with federal and state regulations.
We work closely with business owners to provide proactive tax planning, identify opportunities for efficiency, and support informed decision-making that promotes sustainable growth and long-term financial stability.
We work closely with business owners to provide proactive tax planning, identify opportunities for efficiency, and support informed decision-making that promotes sustainable growth and long-term financial stability.
- S Corporation tax returns (Form 1120-S)
- Partnership tax returns (Form 1065)
- Simple C Corporation tax returns (Form 1120)
- Business tax planning and compliance
- New business and entity setup guidance
- Contractor (1099) reporting guidance
Bookkeeping Services
Reliable monthly bookkeeping and detailed financial reporting designed to help businesses stay organized, informed, and fully prepared for tax season and ongoing compliance needs.
Our bookkeeping services provide accurate transaction tracking, timely reconciliations, and clear financial reports, giving business owners better visibility into their finances and the confidence to make informed decisions year-round. We tailor our support to each business based on its size, activity level, and complexity.
Our bookkeeping services provide accurate transaction tracking, timely reconciliations, and clear financial reports, giving business owners better visibility into their finances and the confidence to make informed decisions year-round. We tailor our support to each business based on its size, activity level, and complexity.
- Monthly transaction categorization
- Bank and credit card reconciliations
- Year-end tax-ready financials
- Entity formation guidance (LLC, S-Corp, partnerships)
- Monthly financial statements (Profit & Loss and Balance Sheet)
- Ongoing bookkeeping support for small businesses
