Our Services

Full-service accounting and CPA support for individuals and businesses of every size.

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Tax

Individual Tax Preparation

Accurate, maximized-refund federal & state tax returns for individuals and families.

  • Federal & multi-state returns
  • Itemized deductions & credit optimization
  • Prior-year amended returns
  • Year-round e-filing support
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Tax

Business Tax Preparation

Tax returns for LLCs, S-Corps, C-Corps, and partnerships prepared by licensed CPAs.

  • Entity-specific return preparation
  • Quarterly estimated tax calculations
  • K-1 preparation for partners/shareholders
  • Multi-state business filings
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Accounting

Bookkeeping Services

Monthly bookkeeping, reconciliations, and clean books ready for tax time.

  • Monthly account reconciliation
  • Financial statement preparation
  • QuickBooks & Xero support
  • Cash flow reporting
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Accounting

Payroll Services

Full-service payroll processing, tax filings, and compliance.

  • Weekly/biweekly/monthly payroll runs
  • Payroll tax deposits & filings
  • W-2 & 1099 preparation
  • New hire reporting compliance
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Tax

IRS Representation & Resolution

Audit representation, back-tax resolution, and negotiation with the IRS on your behalf.

  • Audit representation
  • Offers in compromise & installment agreements
  • Penalty abatement requests
  • Back-tax filing catch-up
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Advisory

Business Formation & Advisory

Entity selection, formation, and ongoing strategic financial advisory.

  • LLC / S-Corp / C-Corp formation guidance
  • EIN registration assistance
  • Chart of accounts setup
  • Ongoing advisory calls
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Advisory

Tax & Financial Planning

Proactive planning to minimize tax liability and grow your wealth.

  • Year-round tax planning
  • Retirement & investment tax strategy
  • Estimated tax projections
  • Life-event tax planning
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Assurance

Audit Support

Financial statement audit, review, and compilation support.

  • Financial statement compilations
  • Review engagements
  • Internal control assessments
  • Lender & investor-ready reports
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