01
Core Service
Tax Preparation
Accurate, compliant tax filings are the foundation of what we do. We prepare federal and state returns for individuals and all business entity types — carefully reviewing every detail to minimize your liability, uncover every eligible deduction, and ensure full compliance with current tax law.
- Individual returns (Form 1040) including complex schedules
- Business returns — S-Corps, C-Corps, Partnerships, and Trusts
- Multi-state and local tax filings
- Amended returns and prior-year filings
- Year-round support and post-filing guidance
02
Strategic Service
Tax Planning
The best tax outcomes are the result of planning — not scrambling at filing time. We offer annual, semi-annual, or quarterly planning meetings to review your financial picture, anticipate upcoming obligations, and build strategies that reduce your tax burden legally and effectively.
- Estimated quarterly tax projections and payment strategies
- Capital gains planning and timing strategies
- Life event planning — business sales, retirement, inheritance
- Income shifting and entity structure optimization
- Proactive year-end planning to minimize surprises
03
Operational Service
Bookkeeping
Clean, accurate books are the backbone of any well-run business. Our bookkeeping services ensure your financial records are organized, reconciled, and ready — whether for internal review, a lender, or tax preparation. We work primarily in QuickBooks and deliver reliable reports you can act on.
- Monthly and quarterly transaction recording and categorization
- Bank and credit card statement reconciliation
- Accounts payable and receivable tracking
- Profit & loss statements, balance sheets, and cash flow reports
- QuickBooks setup, cleanup, and ongoing maintenance
04
Advisory Service
Consulting Services
Sometimes you need more than a return — you need a trusted advisor who understands both your numbers and your goals. Our consulting services provide strategic financial guidance for business owners, investors, and individuals facing significant decisions. We help you understand the financial implications before you act.
- Business entity selection and restructuring advice
- Financial analysis and performance review
- Buy/sell transaction support and due diligence
- Cash flow forecasting and budgeting guidance
- Coordination with attorneys and financial advisors
05
Resolution Service
Delinquent Filing
Falling behind on tax filings is more common than most people realize — and the situation is almost always more manageable than it feels. We specialize in bringing clients back into compliance efficiently and discreetly, addressing outstanding returns, negotiating with tax authorities, and establishing payment solutions where needed.
- Preparation and filing of multiple years of back returns
- Penalty abatement requests and negotiation with the IRS
- Installment agreement setup and management
- Correspondence and notice response on your behalf
- Confidential, non-judgmental guidance throughout the process
06
Remediation Service
Pre-Tax Financial Cleanup
Many businesses arrive at tax season with disorganized or inaccurate books — making it impossible to prepare an accurate return without first fixing the records. Our pre-tax cleanup service gets your financials in order before filing begins, ensuring your return is based on clean, complete, and reconciled data.
- QuickBooks file review, correction, and reconciliation
- Bank and credit card statement matching and cleanup
- Identification and correction of miscategorized transactions
- Reconstruction of financial records when documentation is incomplete
- Delivery of clean, tax-ready financials before the filing process begins
07
Specialized Service
Nexus Tax Services
As businesses expand across state lines — whether through remote employees, sales activity, or physical presence — they can unknowingly create tax obligations in multiple states. Nexus tax issues are complex, and the consequences of non-compliance can be significant. We help businesses understand their exposure, resolve outstanding issues, and build compliant multi-state tax structures going forward.
- State-by-state nexus analysis and exposure assessment
- Voluntary disclosure agreements (VDA) to minimize back-tax liability
- Registration and compliance setup in new states
- State and local tax (SALT) audit support and representation
- Ongoing multi-state compliance monitoring and filing