Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

    • Federal & Multi-State Filing: Expert preparation of your 1040 and all necessary state schedules, ensuring 100% accuracy.

    • Investment & Rental Property Analysis: Specialized reporting for capital gains, dividends, and K-1s from real estate or private equity.

    • Family Tax Credits: Maximizing credits for dependents, education, and childcare to lower your bottom line.

    • Secure Digital Delivery: Review and e-sign your documents from any device via our encrypted portal.

    • Entity-Specific Filings: Expert preparation for Form 1120, 1120-S, 1065, and local franchise/excise taxes.

    • Reasonable Compensation Analysis: (For S-Corps) Ensuring owner-salary compliance while optimizing for self-employment tax savings.

    • Depreciation & Asset Strategy: Strategic use of Section 179 and Bonus Depreciation to accelerate your deductions.

    • Tax Notice Resolution: We handle all correspondence with the IRS or state agencies so you don't have to.

    • Real-Time Bookkeeping: Categorization of all bank and credit card transactions, ensuring your balance sheet is always "tax-ready."

    • Full-Service Payroll: Automated payroll processing, including direct deposits, W-2s, 1099s, and all federal/state payroll tax filings.

    • Monthly Financial Reporting: Clear, easy-to-read Profit & Loss and Balance Sheet statements delivered to your inbox every month.

    • Accounts Payable/Receivable: (Optional Add-on) Managing your vendor payments and tracking down unpaid client invoices to keep your cash flow healthy.

Our Process

Plan with Purpose

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Develop a Game Plan

Every project is different. We stay flexible and responsive to make sure the process fits your flow—not the other way around.

Execute

When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.