Our Services

Comprehensive tax and accounting solutions tailored for small business owners

Tax Preparation

Accurate, thorough tax preparation for individuals and businesses. We stay current with tax law changes to ensure you receive every deduction you're entitled to while maintaining full IRS compliance.

What's Included:
  • Individual returns (Form 1040)
  • Self-employment income (Schedule C)
  • Rental property income (Schedule E)
  • Investment income and capital gains
  • State and local tax returns
  • Prior year amendments
Did You Know?

The average small business owner overpays on taxes by $12,000 per year due to missed deductions and improper business structure. A professional review can identify savings opportunities.

Business Tax

Complex business structures require specialized expertise. Whether you're an LLC, S-Corp, C-Corp, or Partnership, we handle the nuances of business taxation.

Entity Types We Serve:
  • S-Corporations (Form 1120S)
  • C-Corporations (Form 1120)
  • Partnerships & Multi-member LLCs (Form 1065)
  • Single-member LLCs
  • Franchise tax filings
  • Multi-state compliance
Not Sure About Your Structure?

Many business owners aren't in the optimal tax structure for their situation. We can analyze your business and recommend whether a different entity type could save you money.

Bookkeeping

Clean books are the foundation of accurate tax returns and smart business decisions. Our ongoing bookkeeping services keep your finances organized year-round.

Services Include:
  • Monthly bank reconciliation
  • Transaction categorization
  • Profit & Loss statements
  • Balance sheet preparation
  • QuickBooks setup and support
  • Catch-up bookkeeping
Behind on Your Books?

Don't stress. We offer catch-up bookkeeping to get your records current, whether you're a few months or a few years behind. Then we can keep them clean going forward.

Tax Planning

The best time to reduce your tax bill is before the year ends, not after. Strategic tax planning helps you make decisions throughout the year that minimize your overall tax burden.

Planning Strategies:
  • Entity structure optimization
  • Retirement contribution planning
  • Quarterly estimated tax management
  • Year-end tax projections
  • Income timing strategies
  • Major purchase/sale planning
Mid-Year Check-In

We recommend a mid-year tax planning session for business owners. This gives us time to implement strategies that can make a real difference on your return.

Let's Discuss Your Tax Needs

Every business is different. Schedule a consultation to learn how we can help yours.

Schedule Consultation