Our Services
Tax Preparation & Compliance
Accurate, compliant tax filings designed to minimize risk and support informed financial decisions for individuals and businesses.
Individual and business tax filings for S-Corps, C-Corps, partnerships, and sole proprietors (Forms 1040, 1120-S, 1120, 1065, Schedule C)
Fiduciary and estate-related tax filings
Federal, state and local income tax compliance, including multi-state filings
Extension filings and estimated tax payment planning
IRS and state correspondence support related to filed returns
Tax Planning & Strategic Advisory
Ongoing, proactive tax strategies that help reduce liabilities, improve cash flow, and align with your long-term goals.
Year-round tax planning and advisory support
Entity structure and owner compensation analysis (LLC, S-Corp, C-Corp)
Income timing strategies, including deferral and acceleration planning
Deduction, credit, and tax-loss optimization strategies
Long-term tax projections and scenario-based planning
Payroll Services & Employment Tax Compliance
Reliable payroll processing and compliance support to ensure accurate reporting and timely filings.
Payroll setup, implementation, and ongoing processing
Owner-only payroll services for S-Corporations
Federal and state payroll tax filings (Forms 941, 940, W-2, and W-3)
State unemployment registrations and employer compliance
Assistance with payroll reconciliations, tax notices, and compliance inquires
Sales & Use Tax Services
Guidance through complex sales and use tax requirements to help businesses stay compliant across jurisdictions.
Sales tax registration and nexus analysis
Preparation and filing of monthly, quarterly, and annual sales tax returns
Multi-state sales and use tax coordination
Review of taxable versus non-taxable transactions
Support with sales tax audits and delinquent filings (non-attestation)
Bookkeeping & Monthly Accounting
Clean, organized bookkeeping that provides clarity, accuracy, and confidence in your financial data.
Monthly transaction categorization and general ledger maintenance
Bank and credit card reconciliations
Journal entries and period-end adjustments
Cleanup and catch-up bookkeeping
Accounting software setup, integration, and chart of accounts optimization
Financial Reporting & Internal Reports
Clear, customized financial reports that support management decisions, tax preparation, and third-party needs.
Monthly and annual financial statements (Profit & Loss, Balance Sheet, Cash Flow)
Accounts receivable and accounts payable aging reports
General ledger detail and supporting schedules
Customized internal management reports
Year-end financial packages for tax filings or third-party use.
Corporate Entity Formation & Structuring
Guidance in choosing and establishing the right business structure from the start to support long-term success.
Entity selection advisory (LLC, S-Corp, C-Corp, nonprofit)
New business registrations and EIN applications
S-Corporation election filings
State and local compliance setup
Coordination with legal professionals and ongoing compliance guidance
Nonprofit & Tax-Exempt Organization Services
Specialized accounting and compliance support tailored to the unique needs of nonprofit organizations.
Nonprofit entity formation and structuring support
Tax-exempt status applications (Form 1023 and 1023-EZ)
Annual nonprofit tax filings (Form 990 series)
Bookkeeping and financial reporting for nonprofit organizations
Board-ready financial summaries and compliance guidance
Accounting Support & Representation
Professional support and representation during tax inquiries, documentation requests, and third-party coordination.
Assistance with IRS and state tax notices
Accountant representation letters (non-attestation)
Notice resolution and correspondence support
Preparation of financial documentation for lenders or third parties
Coordination with attorneys, auditors, and other advisors