Services
One team for your whole back office.
Pick one service or hand us everything. Either way you work with one team that already knows your numbers.
Business registration
Get set up correctly the first time so you are not fixing paperwork later.
- LLC or corporation formation and state filing
- EIN registration with the IRS
- Operating agreement and registered agent setup
Bookkeeping
Clean, current books every month, so tax season is never a scramble.
- Monthly categorization and bank reconciliation
- Catch-up bookkeeping for prior months or years
- A monthly summary you can actually understand
Accounting & reporting
The reporting layer above your books, so you can make decisions with confidence.
- Profit & loss, balance sheet, and cash flow statements
- Payroll setup and processing support
- Sales tax tracking and filing support
Tax strategy & filing
We plan all year to lower your tax bill, then file accurately and on time.
- Year-round tax-savings strategy
- Business and personal return preparation and filing
- Quarterly estimated tax calculations
Advisory & forecasting
When the numbers need to guide a decision, we build simple forecasts and explain them.
- Budgets and cash-flow forecasts in plain language
- "What if" scenarios for hiring, pricing, or expansion
- Goal-setting and progress tracking
For individuals
Not a business owner? We can still help.
We also work with individuals and families who want their taxes filed correctly and a clearer handle on their money.
Individual tax filing
Accurate preparation and filing of your personal federal and state returns, looking for every deduction and credit you qualify for.
Personal tax planning
Year-round planning so April is never a surprise and you keep more of what you earn.
Financial consulting
One-on-one help with budgeting, goals, and the money decisions in front of you, in plain language.
Who this is for
Employees and families
W-2 income, dependents, and the credits and deductions that go with them.
Self-employed or side income
Freelance, gig, or side income, with the estimated payments and records that come with it.
Questions or notices
A letter from the IRS or your state, or a question about what you owe. Bring it to a free call.
Not sure what you need?