We prepare timely and accurate federal, state, and local tax returns for corporations, S-corporations, partnerships, and LLCs. We ensure you take full advantage of eligible deductions and credits, help you avoid surprises at tax-time, and set things up so your next return runs smoother.
We guide new business owners from the ground up—selecting the optimal entity type (LLC, S-Corp, etc.), handling registration with state and federal agencies, setting up your tax ID (EIN), and putting in place tax-efficient structures and bookkeeping systems from day one, so you’re compliant and ready for growth.
We compare your business bank and credit-card statements against your accounting records on a monthly (or regular) basis, identify and correct discrepancies, help you maintain clean books, and give you reliable data for decision‐making and tax-planning.
We handle the paperwork and process for obtaining an EIN from the IRS—necessary for opening business bank accounts, establishing payroll, and filing business tax returns—so you don’t have to navigate the technicalities alone.
We set up and manage payroll services for your business—calculating gross pay, withholding correct taxes (federal, state, local), filing required returns, keeping pay and tax records, and helping ensure your employees (or contractors) are paid on time and you remain compliant.
We advise business owners on when and how much estimated tax to pay throughout the year (federal and state), based on projected income, deductions, and cash flow. That way you avoid under-payment penalties and keep your business tax posture healthy.
We help you register a “doing business as” name with the local county or state agency—allowing you to operate under a trade name while staying fully compliant, so you can focus on brand building.
We handle your recurring entity-level filings (annual reports, franchise taxes, state registrations) and ensure deadlines are met, so your business remains in good standing and avoids late‐fees or administrative dissolution.
We prepare and file individual federal and state tax returns—tailored to your situation (single, married, self-employed, investment income, rental property, etc.). We proactively seek deductions and credits, minimize tax liability, and provide peace of mind with professional accuracy.
If you’re facing an audit, examination, lien, levy, or collection issues with the Internal Revenue Service, we act on your behalf. As an Enrolled Agent, our founder has the credentials to represent you before the IRS and negotiate resolution strategies, giving you expert advocacy in stressful situations.
Beyond filing, we help you plan for future tax years—identifying opportunities (such as retirement contributions, tax-efficient investments, entity structure optimization), projecting tax impact of life changes (marriage, children, property sale, self-employment), and helping you make informed decisions that align with your financial goals.
For non-resident aliens or others not eligible for a Social Security number but required to file a U.S. tax return, we assist with the application for an ITIN—ensuring all forms (W-7) are completed correctly and submitted with supporting documentation on time.
If you’re a partner in a partnership or shareholder in an S Corporation, we help manage the issuance, review, and filing of Schedule K-1s. We ensure your personal return properly reflects your share of income, deductions and credits—avoiding surprises and ensuring alignment between entity and personal returns.
We offer notary services—providing convenience for clients who need documents authenticated, sworn, or legally certified. This adds value by bundling tax/accounting support and notary convenience in one place.
We assist individuals who qualify to apply for a waiver or exemption from workers compensation coverage (where state rules allow), helping reduce overhead costs for business owners when appropriate and ensuring compliance with applicable state laws.
We prepare periodic income statements (profit & loss statements) that clearly show your revenue, costs, and resulting net profit or loss. These reports enable you to monitor performance, identify trends, and make informed business decisions.
We craft balance sheets showing your business’s assets, liabilities, and equity at a specific point in time—offering a snapshot of financial health, liquidity, and solvency. This is especially valuable for lenders, investors, or internal control.
We generate cash flow statements that reconcile how cash moved in and out of your business over a period—illuminating operational, investing, and financing cash flows so you can better manage working capital and forecast future liquidity.
We provide ongoing bookkeeping support at a monthly cadence: categorizing transactions, reconciling accounts, maintaining general ledgers, tracking receivables and payables, and producing up-to-date financial records. This ensures your business records stay current, accurate, and ready for tax preparation, audits, or growth planning.
