Our Services

Tax Preparation & Planning

Navigate the complexities of tax season with confidence. Our comprehensive tax preparation services ensure accuracy, maximize deductions, and help you remain compliant with federal, state, and local tax laws. We stay current with the latest tax code changes so you don't have to.

Our tax services include:

Individual tax return preparation (Form 1040)
Business tax returns (C-Corp, S-Corp, Partnership, LLC)
Multi-state tax filing
Quarterly estimated tax calculations
Tax planning and strategy consultation
Tax credit and deduction optimization
Prior year tax amendments
State and local tax compliance

Whether you're a W-2 employee with straightforward taxes or a business owner with complex tax situations, we provide expert guidance every step of the way.

Bookkeeping Services

Keep your financial records organized and accurate with our professional bookkeeping services. We handle the day-to-day financial tasks so you can focus on running your business. Our meticulous approach ensures your books are always audit-ready and provide clear insights into your financial health.

Our bookkeeping services include:

Daily transaction recording and categorization
Monthly bank and credit card reconciliations
Accounts payable and receivable management
Financial statement preparation
General ledger maintenance
Expense tracking and reporting
QuickBooks setup and management
Year-end closing procedures

With our bookkeeping services, you'll always know where your business stands financially and can make informed decisions with confidence.

Financial Planning & Analysis

Achieve your long-term financial goals with strategic planning and expert guidance. We help individuals and businesses develop comprehensive financial plans that address current needs while building toward future success. Our analytical approach provides clear insights and actionable recommendations.

Our financial planning services include:

Personal financial planning and goal setting
Retirement planning strategies
Investment analysis and recommendations
Cash flow analysis and optimization
Business budgeting and forecasting
Financial ratio analysis
Profitability analysis
Growth and expansion planning

Let us help you build a roadmap to financial success, whether you're planning for retirement, saving for major purchases, or growing your business.

Business Consulting

Take your business to the next level with strategic consulting services. We provide expert advice on financial strategy, operations, and business structure to help you maximize profitability and achieve sustainable growth. Our practical, results-oriented approach is tailored to your specific industry and business model.

Our business consulting services include:

Business structure consultation (LLC, S-Corp, C-Corp)
Startup planning and guidance
Cash flow management strategies
Pricing strategy development
Cost reduction analysis
Financial systems implementation
Business succession planning
Merger and acquisition support

Whether you're launching a startup or optimizing an established business, we provide the financial expertise you need to succeed.

Payroll Services

Simplify payroll processing and ensure compliance with our comprehensive payroll services. We handle all aspects of payroll so you can focus on your business while ensuring your employees are paid accurately and on time. Our services keep you compliant with federal and state payroll regulations.

Our payroll services include:

Payroll processing and direct deposit setup
Federal and state payroll tax calculations
Quarterly payroll tax filing (Form 941, state forms)
Year-end W-2 and 1099 preparation
New hire reporting
Garnishment processing
Paid time off tracking
Payroll reconciliation

Trust us to manage your payroll accurately and efficiently, giving you peace of mind and more time to grow your business.

IRS Representation & Tax Resolution

Facing an IRS audit or tax dispute? Let us represent you and protect your interests. We have extensive experience working with the IRS and state tax authorities to resolve tax issues, negotiate settlements, and ensure your rights are protected throughout the process.

Our representation services include:

IRS audit representation and defense
Tax notice response and resolution
Offer in Compromise negotiations
Installment agreement setup
Penalty abatement requests
Innocent spouse relief applications
Tax lien and levy resolution
Unfiled tax return preparation