Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Filing
We handle individual and business tax returns with precision and timeliness. Whether your situation is simple or complex, our expert approach ensures you get every credit and deduction you deserve — minus the stress.
Includes:
- Federal and state returns
- E-filing
- Prior year corrections and amendments
- Multi-state filings
Year-Round Tax Planning
Don’t just prepare — plan. We help you make informed decisions throughout the year, not just at tax time. From estimated payments to income shifting strategies, we help you stay ahead.
Includes:
- Tax-saving strategies
- Quarterly reviews
- Retirement & investment guidance
- IRS compliance alerts
Accounting & Bookkeeping
Clean books are the foundation of smart business. We offer reliable, hands-on support so you can focus on running your business — not balancing spreadsheets.
Includes:
- Monthly reconciliations
- Financial reports
- General ledger review
- Cloud-based bookkeeping options
Business Advisory & Setup
Starting or scaling a business? We help you choose the right structure, avoid tax pitfalls, and stay compliant while growing smart.
Includes:
- Entity formation (LLC, S-Corp, etc.)
- Payroll setup support
- Business tax ID & licensing assistance
- Ongoing advisory servicesBookkeeping Services
Accurate, timely, and tailored to your business.
We help you stay organized, compliant, and ready for growth by maintaining your books with precision and insight.
Our Bookkeeping Services Include:
- Monthly transaction categorization and reconciliation
- General ledger maintenance and error correction
- Chart of accounts setup and customization
- Bank and credit card reconciliations
- Monthly or quarterly financial statements (P&L, Balance Sheet, Cash Flow)
- Accounts payable and receivable tracking (as needed)
- Integration with QuickBooks Online or other accounting platforms
- Year-end close and CPA-ready reports for tax filing
- Optional financial review meetings to discuss performance
Payroll Services
Stress-free payroll, on time, every time.
We manage your payroll process from setup to reporting — so you can focus on your team and your business.
Our Payroll Services Include:
- Full payroll processing (weekly, biweekly, or monthly)
- Direct deposit setup and employee self-service portal
- Federal and state tax withholding and reporting
- Filing of Forms 941, 940, W-2, W-3, and applicable state forms
- New hire reporting and employee onboarding support
- Contractor (1099) payments and end-of-year Forms 1099/1096
- PTO/sick leave accrual tracking and reporting
- Garnishment and deduction compliance
- Year-end payroll reconciliations and tax prep integration
- Payroll compliance support (IRS/state correspondence assistance)
Corporate Tax Preparation
(1120, 1120-S, 1065)
Strategic, compliant, and deadline-driven business tax filing.
We provide expert preparation and filing services for corporations and partnerships, ensuring every return reflects smart planning and accurate reporting.
Our Corporate Tax Prep Services Include:
- Preparation and e-filing of:
- Form 1120 (C-Corporation)
- Form 1120-S (S-Corporation)
- Form 1065 (Partnerships)
- K-1 generation for shareholders and partners
- Balance sheet and income statement reconciliation
- Depreciation and asset tracking (Form 4562)
- Business deductions optimization (including vehicle, home office, etc.)
- State and multi-state tax compliance
- Estimated tax payment calculation and planning (Forms 1040-ES/1120-W)
- Year-end review to identify planning opportunities
- Support for IRS and state notices related to business returns
- Collaboration with your bookkeeper or in-house accountant if applicable