Services

Impactful, Innovative, and Insightful

With extensive knowledge in accounting and tax planning, our team can enrich the overall efficiency of your portfolio or organization. Learn more about the services that we offer by reading below. 

We help individuals of all economic backgrounds with tax planning, preparation and resolution.

Tax Preparation

Don’t worry about navigating the confusing and complex tax laws; let us handle your tax returns.

Tax Resolution

We are here to help you resolve your open debt with the IRS in a way that minimizes the debt as much as possible.

Tax Planning

We love analyzing financial situations or plans from a tax perspective, to ensure the reduction of tax liability, while maximizing the ability to contribute to retirement plans; this helps your hard earned money go farther.

IRS Representation

Something that scares everyone – getting audited by the IRS. Our audit defense services give you peace of mind while we stand in on your behalf during an IRS or state income tax audit.

Earned Income Credit

If you are eligible for the United States federal earned income tax credit, we want to make sure you are able to secure the greatest amount allowed, with the least amount of work on your end. 

We help businesses of all sizes and in any industry, with tax planning, preparation and resolution.

Payroll 

We help with payroll so you can focus on the things that make your business grow. We can handle everything from gross wages, salaries, bonuses, commissions and more, along with handling all taxes associated with employee’s compensation. 

Bookkeeping

Bookkeeping is a tedious and time consuming task. We can handle your bookkeeping on a monthly basis to ensure everything is well organized and accounted for.

Sales Tax

Focus on selling, not on figuring out how much you need to pay in sales tax. We handle everything here, to ensure you are doing everything by the books. 

Small Business Tax Credit

If you are a small business paying at least half the cost of single coverage for your employees, we can help determine if you meet all qualifications and claim your credit of up to 50% of the health insurance premiums you paid for your employees. 

QuickBooks

We manage everything on your QuickBooks – from syncing it to your payment services to your bank activity. Maintaining QuickBooks is time consuming, but incredibly valuable for those looking to keep things organized and efficient.

Non-Profits

We love non-profits. We also understand non-profit tax law. Let us handle all things accounting and tax related for your non-profit, so you can focus on helping as many people as possible.

Part-Time CFO Services

Does your business need a CFO, but you are not quite ready to justify the cost of bringing one on full time? We are happy to help and only work as much as you need, while getting the job done, to keep costs to a minimum.  

Business Formation

LLCs, Corporations, Sole Proprietorships, Partnerships. How does one decide what is best for their needs? Then how do you navigate actually setting one up? We help you make the right decision and set everything up the right way. 

Partnership and Corporate Taxation

Each type of business entity has different tax laws. We help you navigate the complex laws relevant to your business to ensure you maximize your credits and deductions.

KYU / IFTA / KIT Compliance

No one enjoys reading dry, complex policy guidelines. Let us handle this for you to make sure you are complying with the applicable laws so you can spend your time on the important things.