Tax Preparation & Planning
Professional tax preparation services for individuals, sole proprietors, partnerships, corporations, and nonprofits. Our team prepares accurate filings for federal, state, and local tax returns, ensuring full compliance with current IRS regulations and tax codes. We go beyond simple preparation to identify strategic tax-saving opportunities, including deductions, credits, deferral strategies, and entity restructuring recommendations that minimize your tax liability legally and ethically.
Bookkeeping & Accounting
Comprehensive bookkeeping and accounting services that keep your financial records organized, accurate, and up to date. We handle accounts payable and receivable, bank reconciliations, financial statement preparation, payroll processing, and general ledger management using QuickBooks, Xero, FreshBooks, and Wave.
Business Formation & Compliance
End-to-end support for business formation and ongoing compliance requirements. We guide entrepreneurs through entity selection considering liability protection, tax implications, ownership structure, and operational needs. Our services include entity filing, EIN registration, operating agreement preparation, and ongoing compliance calendar management.
IRS Audit Representation
Expert representation before the IRS for clients facing tax audits, examinations, appeals, and collection matters. Our experienced tax professionals have successfully resolved hundreds of IRS audit cases. We handle all communication with the IRS on your behalf and negotiate payment plans, offers in compromise, and penalty abatements.
Payroll Services
Full-service payroll processing and administration for businesses of all sizes. Our payroll solutions include employee payment processing, payroll tax calculation and remittance, quarterly and annual payroll tax return preparation, direct deposit setup, and new hire reporting.
Financial Advisory & Consulting
Strategic financial advisory services covering cash flow forecasting, financial modeling, business valuation, succession planning, retirement planning, and profitability improvement strategies. We develop actionable plans that create measurable improvements in your financial health.