OUR SERVICES

Tax season shouldn't keep you up at night

TAX PREPARATION

Individual and business returns prepared accurately and efficiently by experienced professionals. We maximize your refund and minimize your stress.

Tax season shouldn't keep you up at night

TAX PLANNING

Proactive strategies to legally reduce your tax burden throughout the year—not just during tax season. Make smart decisions that keep more money in your pocket.

Tax season shouldn't keep you up at night

BOOKKEEPING

Monthly or quarterly financial management that keeps your books accurate, organized, and ready for tax time. Know exactly where your business stands at all times.

Tax season shouldn't keep you up at night

Payroll Services

Complete payroll processing from setup to year-end, including all tax filings and compliance. We handle the details so you can focus on your team and your business.

Tax season shouldn't keep you up at night

Payroll Services

Expert guidance through business structure, registration, and setup—so you launch organized, compliant, and positioned for success. Start strong from day one.

Individual and business tax returns prepared by experienced professionals. We handle the complexity so you don't have to.

TAX PREPARATION

Accurate returns. Maximum refunds. Zero stress.

WHAT'S INCLUDED:

Individual, business, trust, & estate returns
Secure document upload via client portal
Year-round support
Electronic filing
IRS representation

Don't wait until April to see what you owe. We help you make smart financial decisions throughout the year to minimize taxes legally.

TAX PLANNING

Proactive strategies to reduce your tax burden.

WHAT'S INCLUDED:

Current year tax projections
Strategic deduction planning
Business structure optimization
Life event planning

Monthly or quarterly bookkeeping that keeps your business finances clear, accurate, and audit-ready.

BOOKKEEPING

Your books, organized and up-to-date.

WHAT'S INCLUDED:

QuickBooks Online setup and cleanup
Transaction recording and categorization
Bank reconciliation
Monthly financial statements
Sales tax tracking and filing

We handle everything from setup to year-end so you can focus on your business, not paperwork.

PAYROLL SERVICES

Compliant payroll without the headache.

WHAT'S INCLUDED:

Complete payroll processing
Tax filing and payments
Employee portal access
Benefits administration
W-2 and 1099 preparation

Expert guidance through business setup, structure selection, and early-stage financial planning.

NEW BUSINESS CONSULTING

Launch your business the right way.

HOW WE HELP:

Business structure selection (LLC, S-Corp, etc.)
Registration guidance
Bookkeeping and payroll setup
Tax planning from day one