Services

Four practice areas.
One firm.

Each service offered standalone or as part of a year-round retainer. Senior accountant on every engagement.

01

Tax preparation

Federal and state filings prepared with care — the complex returns and the straightforward ones receive the same attention.

  • Individual (Form 1040)
  • Partnership (Form 1065)
  • S-corp (Form 1120-S)
  • C-corp (Form 1120)
  • Trust & estate
  • Multi-state returns
  • Amended returns
  • IRS correspondence
02

Bookkeeping

Reconciled monthly. Reported clearly. Audit-ready always. Your books become a tool you actually use, not a chore at year-end.

  • Monthly reconciliation
  • P&L and balance sheet
  • Cash flow tracking
  • Cleanup & catch-up
  • Custom reporting
  • 1099 preparation
  • Sales tax filing
03

Payroll

Run accurately, filed on time, year-end forms taken care of. You will never wonder if a tax has been paid.

  • Weekly / bi-weekly / monthly
  • Direct deposit
  • Federal & state filings
  • W-2 and 1099 preparation
  • New-hire reporting
  • Worker's compensation audits
  • Garnishments
  • Employee portal access
04

Tax planning & advisory

Strategy that pays for itself. Quarterly planning keeps you ahead of the bill — and ahead of the year.

  • Quarterly check-ins
  • Estimated tax planning
  • Entity structure review
  • Retirement contributions
  • S-corp election analysis
  • Cash flow forecasting
  • Major-purchase planning
  • Year-end optimization
Begin

Unsure which service fits your situation?

A thirty-minute consultation, at no charge. We will point you at the right place.

Schedule a consultation