What We Offer
Our Services
Comprehensive accounting services for individuals, businesses, and non-profits. Click any service to learn more.
In-depth details
Whether you're filing a simple return or have a more complex situation, we're here to help you navigate tax season with confidence. Our team takes the time to understand your unique circumstances and ensure you're taking advantage of every deduction and credit available to you.
What's Included
- Federal and state tax return preparation
- W-2 and 1099 income reporting
- Self-employment and freelance income
- Rental property income and expenses
- Investment and dividend income
- Education credits and deductions
- Retirement contribution optimization
- Year-round tax planning guidance
Our Process
We start with a thorough review of your documents, then prepare your return with careful attention to detail. Before filing, we walk you through everything so you understand your return completely.
Running a business is complex enough without worrying about taxes. We provide comprehensive tax services that go beyond just filing—we help you plan strategically throughout the year to minimize your tax burden and keep more money in your business.
What's Included
- LLC, S-Corp, C-Corp, and Partnership returns
- Quarterly estimated tax calculations
- Business expense categorization guidance
- Entity structure optimization
- Sales tax compliance assistance
- Year-end tax planning strategies
- Multi-state filing coordination
- IRS correspondence and notices
Our Process
We work with you year-round, not just at tax time. Regular check-ins help us identify opportunities and ensure you're never caught off guard.
Good bookkeeping is the foundation of a healthy business. We provide reliable, consistent bookkeeping services that give you clear visibility into your finances—so you can make informed decisions and stay focused on growing your business.
What's Included
- Monthly bank and credit card reconciliation
- Expense categorization and tracking
- Accounts receivable management
- Accounts payable oversight
- Monthly financial statements
- Cash flow monitoring and reporting
- QuickBooks setup and training
- Clean books for tax time
Our Process
Each month, we reconcile your accounts, categorize transactions, and deliver clear financial reports. You'll always know where your business stands.
Non-profit organizations have unique tax requirements and compliance obligations. We understand the intricacies of tax-exempt status and help you maintain good standing while focusing on your mission.
What's Included
- Form 990 and 990-EZ preparation
- Tax-exempt status maintenance
- State registration and renewals
- Donor acknowledgment guidance
- Board financial reporting
- Grant compliance documentation
- Unrelated business income tracking
- Annual compliance calendar
Our Process
We stay on top of deadlines and requirements so you can focus on your mission. Our team ensures your organization remains in compliance year after year.
Ready to Get Started?
Schedule a consultation and let us help you achieve your financial goals.
Schedule Consultation