Services
Every service your finances need under one roof.
Tax, accounting, payroll, QuickBooks, IRS representation, and personal financial planning. One firm, one point of contact.
Category 1
Tax Services
Don't pay more in taxes than you have to. We plan, prepare, and defend — for individuals, self-employed filers, and businesses.
Ask about this serviceTax Preparation
Federal and state returns for individuals, partnerships, S-corps, C-corps, and trusts. Electronic filing, direct deposit of refunds, multi-state returns.
Tax Planning
Year-round strategy to legally minimize your tax liability. Entity structure, timing of income and deductions, retirement contributions, and estimated payments.
Tax Problem Resolution
If you've received an IRS notice, unfiled returns, or a balance you can't pay, we handle it end-to-end.
Category 2
Small Business Accounting
Books that are accurate, reports that make sense, and an accountant who actually understands your business.
Ask about this serviceMonthly Bookkeeping
Reconciliations, categorization, and period close — done right.
Financial Statement Preparation
P&L, balance sheet, cash flow — packaged for banks, investors, or your own planning.
New Business Formation
Entity selection (LLC / S-corp / C-corp), EIN setup, initial tax registrations, and your first year of accounting.
Category 3
Payroll Services
Accurate payroll on time, every time. Federal, state, and local tax filings included — not an upsell.
Ask about this servicePayroll Processing
Weekly, bi-weekly, semi-monthly, or monthly. Direct deposit standard.
Payroll Tax Filings
941, 940, W-2, 1099, state unemployment — filed on your behalf.
Year-End Reporting
W-2s and 1099s delivered to employees and contractors before the deadline.
Category 4
QuickBooks Consulting
QuickBooks is powerful — if it's set up correctly. We set it up, train your team, and clean up the mess when things go sideways.
Ask about this serviceQuickBooks Setup
Chart of accounts, opening balances, custom invoices, and integration with your bank.
QuickBooks Training
One-on-one or team training, tailored to how your business actually uses the software.
QuickTune-Up & Tips
Diagnostic review of your file: miscategorized transactions, duplicated entries, bank feeds.
Category 5
IRS Representation
When the IRS sends a letter, you want an experienced advocate in your corner — not a DIY answer.
Ask about this serviceAudit Representation
We meet with the IRS so you don't have to. We know the process and what auditors are looking for.
Back Taxes & Unfiled Returns
File missing returns and negotiate an affordable resolution.
Liens, Levies & Garnishments
Release of tax liens, stop wage garnishments, release bank levies — fast, compliant action.
Payment Plans & Offers in Compromise
Installment agreements, partial-pay plans, or OIC when you legitimately cannot pay the full balance.
Innocent Spouse & Bankruptcy
Relief from a spouse or ex-spouse’s tax debt; coordination with bankruptcy counsel for dischargeable taxes.
Category 6
Personal Financial Services
Personal financial planning for every life stage — from first job to legacy.
Ask about this servicePersonal Financial Planning
Budgeting, cash flow, insurance, investment strategy — the full picture of your household's finances.
Retirement Planning
How much to save, which accounts to use (401k, IRA, Roth, SEP), Social Security timing, and withdrawal sequencing.
Estate Planning
Working with your attorney on wills, trusts, and minimizing estate + gift taxes.
Elder Care
Financial coordination for aging parents: bill paying, Medicare/Medicaid planning, long-term care funding.
Not sure which service fits your situation?
Call us. 15 minutes on the phone is usually enough to point you in the right direction.