Services

01

Tax Return Preparation

We will work closely with you to prepare an accurate return that is filed on time.

02

Tax Planning

We will analyze your situation to lower taxes, ultimately helping you achieve your financial goals.

03

Bookkeeping

We will take care of the bookkeeping and keep you up to date on where you stand financially.

04

Payroll

We will prepare payroll, state tax forms, and federal tax forms.

05

Advisory/Fractional Controller Services

We will analyze your financials and provide strategic financial guidance to help you make informed business decisions, whether it be a one-time project or long-term engagement.

06

IRS Correspondence

We will work closely with you and the IRS to help resolve any outstanding issues. We will always advocate for lower penalties and interest for our clients.

Pricing for you.

Let us handle the bookkeeping and finances while you focus on what you do best – your business! Contact us for a customized quote today.

Tax Return Preparation

Personal

1040, 1040-SR, 1040-NR

1040-X (Amended Return)

Personal Extension

State Personal Return

Foreign Reporting

Business

1065, 1120-S (Pass-Through Entities)

1120 (C-Corporations)

1120-H, 1120-F, 1120-POL

State Business Return

Business Extension

Other

990-N, 990-EZ, 990, 990-PF (Nonprofit)

1041 (Estates and Trusts)

709 (Gift Tax Return)

706 (Estate Tax Return)

Informational Returns (W-2, 1099, etc.)

Note: This is not an all-inclusive list of services provided. Please contact us for more information.

Find out how we can help you today.