Our Services

    • Accurate preparation and filing of your federal and state tax returns

    • Amended Returns(Corrections & Adjustments)

    • Unfiled prior-tear taxes

    • Review of all credits, deductions, and tax-saving opportunities

    • Professional review to ensure compliance and reduce IRS risk

    • Year-round support for questions, notices, and future tax planning

    For Business Owners:

    • Review and optimization of deductions, expenses, and business tax credits

    • Reconciliation of financials to ensure clean, compliant year-end reporting

    • Monthly transaction tracking and account reconciliation

    • Categorized income and expenses for accurate financial records

    • Clean, accurate financial statements (Profit & Loss & Balance Sheet)

    • Monthly cash flow insights to understand your business health

    • Expert guidance on bookkeeping, payroll, sales tax, and overall financial management

    • Review and improvement of your current systems, workflows, and processes

    • Custom spreadsheet builds and KPI tracking to improve decision-making

    • Strategic tax and business planning to help you operate more efficiently and profitably

    • Accurate processing of employee and contractor payroll each pay period

    • Calculation and filing of all payroll taxes and required reports

    • Direct deposit setup and distribution of digital pay stubs

    • Year-end forms, including W-2s and 1099s, prepared and filed for you

    • Step-by-step guidance on how to properly use QuickBooks for your business

    • Customized training on invoicing, expenses, payroll, and bank reconciliation

    • Personalized setup and optimization of your QuickBooks account and chart of accounts

    • Ongoing support to ensure you understand reports, dashboards, and best practices