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Five services. One trusted team.
From monthly bookkeeping to tax returns and payroll, everything is handled by the same team that knows your business.
Online Bookkeeping Service
Our online bookkeeping service covers monthly reconciliations and clean reports in QuickBooks, Xero or Wave, plus catch-up for books that fell behind.
- Monthly transaction categorization
- Bank, credit card and loan reconciliations
- Profit and loss, balance sheet and cash-flow reports
- Accounts payable and receivable tracking
Tax Preparation & Planning
Federal and state returns for LLCs, S corps, C corps and sole proprietors, with planning through the year so tax season holds no surprises.
- Schedule C returns for sole proprietors and single-member LLCs
- Partnership and multi-member LLC returns (Form 1065)
- S corporation returns (Form 1120-S)
- C corporation returns (Form 1120)
Payroll & Tax Compliance
Accurate payroll runs, quarterly 941 and annual 940 filings, W-2s and 1099s, and state payroll tax compliance.
- Scheduled payroll runs for employees and owners
- Quarterly Form 941 and annual Form 940 filings
- State payroll tax filings and registrations
- Year-end W-2 and 1099 preparation
IRS Notice Support & Tax Resolution
Help with IRS and state notices, back taxes and payment plans, with clear next steps so nothing slips.
- Plain-English review of IRS and state notices
- Response letters and supporting documents prepared
- Missing or late returns brought up to date
- Help setting up an installment payment plan
Financial Statements & Advisory
Profit and loss, balance sheet and cash-flow statements, plus practical advice for your next big decision.
- Monthly profit and loss, balance sheet and cash-flow statements
- Budget versus actual reporting
- Cash-flow forecasts
- Lender and investor ready financial statements
We will figure it out together.
Not sure which services you need?
Book a free 30-minute consultation. You will talk with an experienced accountant and leave with a clear plan and a fixed quote.