Our Services

Client Accounting Services

Our Client Accounting Services help business owners stay organized and maintain a clearer picture of their finances with dependable monthly support and reporting.

Services Include:

  • Monthly or quarterly bookkeeping and transaction categorization

  • Bank and credit card account reconciliations

  • Financial statement preparation (income statement, balance sheet, cash flow)

  • General ledger maintenance and clean-up

  • Chart of accounts setup and optimization

  • Sales tax calculations and filings

  • Year-end close and preparation of records for tax filing

  • QuickBooks software setup, training, and support

  • Catch-up and clean-up bookkeeping for prior periods

Payroll Services

We provide reliable payroll support designed to help businesses stay current with payroll processing and payroll tax requirements.

Services Include:

  • Payroll processing on your preferred schedule (weekly, bi-weekly, or semi-monthly)

  • Direct deposit setup and management

  • Federal, state, and local payroll tax calculations, filings, and deposits

  • Preparation and filing of quarterly and annual payroll tax returns (941, 940, W-2s, and 1099s)

  • Payroll records maintenance and year-end reporting (W-2)

  • Employer and Employee Portals

Tax Services

We provide dependable tax services designed to help clients stay prepared, organized, and informed throughout the year.

Business Tax Services:

  • Federal and state business income tax return preparation (S-Corps, partnerships, LLCs, sole proprietors)

  • Multi-state tax filing for businesses operating across state lines

  • Estimated quarterly tax calculations and payment scheduling

  • IRS and state notice response and representation

Individual Tax Services:

  • Federal and state individual income tax return preparation

  • Self-employed and small business owner tax returns (Schedule C, K-1s)

  • Capital gains, investment income, and rental property reporting

  • Retirement and estate tax planning

  • IRS audit support and representation

Advisory & Planning Services

Beyond accounting and tax services, we help business owners navigate financial decisions with proactive, year-round support tailored to their goals.

Services Include:

  • Proactive tax planning meetings throughout the year

  • Tax planning and projections to minimize your year-end liability

  • Business advising

  • Small business consulting

  • Financial guidance

  • Goal setting and strategic planning

  • Entity selection and business structuring guidance

  • Tax guidance for major business events, such as buying or selling a business or ownership changes

  • Coordination with your attorney, financial advisor, and other advisors

Frequently Asked Questions

Let’s simplify your accounting.

Whether you need ongoing accounting support, payroll services, or help preparing for tax season, our team is here to help.

Contact Us