Tax, accounting, and advisory — under one roof.
Every engagement is scoped to your situation and quoted in writing before we start. No surprises, no mystery.
Tax returns done with strategy built in.
From simple W-2 filings to complex multi-entity, multi-state returns, we prepare with the full year in mind — not just April.
- Individual Tax Returns
1040 with schedules for W-2, 1099, K-1, rental, stock comp, and multi-state income.
- Business Tax Returns
LLC, S-Corp, Partnership returns (1120S, 1065), and Non-profit returns (Form 990) — with owner coordination and basis tracking.
- Tax Planning
Quarterly projections and year-end planning sessions to make tax moves while they still count.
- Notices & Compliance
IRS and state notices handled end-to-end — responses, amendments, and payment plans when needed.
Clean books, clear numbers, confident decisions.
Accurate financials are the foundation of every tax-saving strategy. We keep them tight so nothing slips.
- Bookkeeping
Monthly close, reconciliations, and categorization — plus prior-year catch-up when things have drifted.
- Payroll Support & Coordination
We work with your payroll provider to make sure payroll is set up correctly and reports flow accurately to tax.
- Financial Statements
Monthly P&L and Balance Sheet, plus cash-flow visibility you can actually read and act on.
- 1099 Contractor Filing
Year-end 1099-NEC / 1099-MISC filings, W-9 collection, and state e-file requirements handled.
Advisory that pays for itself.
Entity structure, compensation strategy, reinvestment planning — real decisions, real numbers, real impact.
- Business Advisory
On-call CPA partner for the big questions — hiring, pricing, partner structure, bonus timing.
- Entity Structure & Tax Strategy
LLC vs S-Corp evaluation, reasonable compensation, and multi-entity optimization modeling.
- Financial Planning Guidance
Retirement plan selection (Solo 401(k), SEP, Defined Benefit), and long-term wealth coordination.
- Year-Round Tax Strategy
Quarterly reviews with concrete moves — not just projections, but actions with deadlines.