Everything you need, one firm
Whether you need clean monthly books, a tax return done right, or someone to think through the numbers with you, it is all handled here. Most owners want it handled together — that is what working with a small business accountant looks like.
Want all of it handled?
Bookkeeping, payroll, and year-end taxes — one bundle from $500 a month.
Our services
Tax Preparation
For individuals, businesses & nonprofitsAccurate, on-time returns with every credit and deduction you are entitled to. We handle individual returns and business returns — including S-Corporations, C-Corporations, partnerships, and nonprofits — and we are happy to clean up and file prior years if you have fallen behind.
- Federal and state returns
- Individual returns
- S-Corporations & C-Corporations
- Partnerships & LLCs
- Nonprofit (Form 990) returns
- Prior-year & catch-up filings
Bookkeeping
For small businessesMonthly or quarterly bookkeeping that keeps your records clean, current, and ready for tax time. We work in QuickBooks Online, reconcile your accounts, and give you reports you can actually read, so you always know how the business is doing.
- Monthly or quarterly cadence
- Bank and credit card reconciliation
- QuickBooks Online setup and cleanup
- Clear monthly financial reports
Payroll
For employersOutsourced payroll that runs on time and keeps you compliant. We handle the pay runs, the tax deposits, and the filings, so your team gets paid correctly and you stay on the right side of every deadline. Public works contractors: we also handle certified payroll and prevailing wage.
- Scheduled pay runs
- Payroll tax deposits and filings
- New-hire and year-end forms
- QuickBooks payroll integration
Tax Planning
For businesses and individualsTax planning is a year-round job, not an April scramble. We look at your situation through the year and find the moves that lower next year's bill, from entity elections to retirement contributions to the timing of income and expenses.
- Quarterly planning check-ins
- S-Corp and entity strategy
- Estimated tax management
- Retirement and deduction timing
Business Formation
For new and growing businessesStarting a business is easier when the financial side is set up right from day one. We help you choose the entity that fits your goals, register it correctly, and stand up your books and payroll so you are ready to operate, not scrambling later.
- Entity selection guidance
- EIN and registration support
- Books and chart of accounts setup
- Payroll and S-Corp election setup
Business Advisory
For owners who want a financial partnerCFO-level thinking without a full-time hire. When you are weighing a big decision, a hire, a price change, an expansion, we bring the numbers and help you read them. Think of it as having an experienced financial partner on call.
- Cash flow and budgeting
- Pricing and profitability review
- Financial reporting you understand
- Decision support when it counts
Not sure which service you need?
Tell us what is going on and we will point you to the right fit. The first conversation is always free.