Our Services

Our Tax Services provide expert support for individuals and self-employed professionals. From income tax preparation and amended returns to tax planning and quarterly filings, we ensure accuracy and compliance. Let us simplify your taxes so you can focus on what matters most.

Our Bookkeeping Services keep your finances organized with transaction recording, account management, reconciliations, expense tracking, and financial statements. We also offer budget monitoring, job costing, inventory management, and cloud-based solutions for streamlined operations. 

Our Accounting Services support small businesses with setup, training, and software solutions like QuickBooks and Xero. We provide financial analysis, cash flow management, chart of accounts optimization, fixed asset tracking, and forensic accounting to ensure accurate and efficient financial management.

Our Tax Resolution Services help resolve tax issues with IRS audit assistance, debt resolution, offers in compromise, installment agreements, and penalty abatement. We provide representation for IRS notices, monitor compliance, and assist with wage garnishment release and innocent spouse relief.

 Our Tax Advisory and Planning Services offer personalized strategies to help individuals and businesses minimize tax liabilities, maximize deductions, and plan for long-term financial success. From year-end planning to retirement strategies, we provide expert guidance to keep you compliant and financially prepared. 

Our Tax Compliance and Filing Services provide accurate, timely filing for federal, state, and local taxes. We handle extensions, quarterly estimated tax payments, and thorough document reviews to ensure compliance with current tax laws. Whether for individuals or businesses, we streamline the process to minimize stress and maximize accuracy.

 Our Small Business Support Services are tailored to help businesses thrive. We offer assistance with accounting setup, payroll processing, sales tax filing, bookkeeping, financial reporting, and cash flow management. From startup guidance to ongoing financial oversight, we provide the tools and expertise to support your business's growth and success.

Our Payroll Services, powered by QuickBooks Online and Gusto, streamline payroll management for businesses of all sizes. We handle automated processing, tax filings, direct deposit, and W-2/1099 management. With features like time tracking, employee self-service portals, and benefits integration, we provide efficient and seamless payroll solutions tailored to your needs. 

Our Financial Wellness Services empower clients to take control of their finances with personalized strategies for managing accounts, budgeting, addressing debt, and planning for major goals like retirement or homeownership. We provide the tools and knowledge to support long-term financial success. 

Our Educational and Advisory Services are designed to empower clients with the knowledge they need to make informed financial decisions. We provide personalized education on deductions, credits, and tax benefits and host workshops or seminars tailored for individuals and small business owners to enhance their understanding of tax strategies and compliance. 

Our Specialized Services provide expert support for unique tax situations. We handle cryptocurrency tax reporting, nonprofit Form 990 preparation, real estate tax services for rentals, sales, and investments, and trust and estate tax filings. With a focus on compliance and accuracy, we simplify even the most complex financial challenges. 

Our Add-On and Ad-Hoc Services offer flexible solutions for unique client needs, including QuickBooks cleanup, historical bookkeeping, payroll setup, tax support, and financial analysis. Whether it's cash flow troubleshooting, custom reporting, or guidance for major financial decisions, we provide expert assistance when you need it.