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.
Personal Services
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.
Business Services
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.
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.
