Our Services
From tax season to year-round advisory — we provide the services you need to stay compliant, organized, and ahead.
Tax Preparation
Accurate, timely tax return preparation for individuals and businesses. We handle all return types and stay current with the latest tax law changes.
- Individual returns (Form 1040)
- S-Corporation returns (Form 1120-S)
- Partnership returns (Form 1065)
- C-Corporation returns (Form 1120)
- Multi-state filings
- Amended returns and prior-year filings
Bookkeeping
Clean, organized books every month — powered by QuickBooks Online. We handle the day-to-day so you can focus on running your business.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Accounts payable and receivable
- Financial statement preparation
- Year-end close and adjustments
- QuickBooks Online setup and training
Tax Planning
Proactive strategies to minimize your tax liability — not just at year-end, but throughout the year.
- Year-end tax projections
- Estimated payment calculations
- Retirement contribution strategies
- Income timing and deferral
- Deduction optimization
- Entity structure analysis
Entity Formation
Choose the right business structure and get it set up properly. We guide you through the decision and handle the paperwork.
- LLC formation and operating agreements
- S-Corp election (Form 2553)
- C-Corporation setup
- Partnership agreements
- EIN registration
- State registrations and compliance
Payroll Services
Payroll processing, tax deposits, quarterly filings, and year-end W-2s — handled accurately and on time.
- Payroll processing and direct deposit
- Federal and state tax deposits
- Quarterly filings (Form 941)
- State unemployment returns
- Year-end W-2 and W-3 preparation
- Worker classification guidance
Not sure what you need?
Reach out and we'll figure out the right services for your situation — no commitment, no pressure.
Let's Talk