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 Services
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.
Accounting Services
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 Services
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.