Capabilities

Services built for
serious businesses.

Strategic tax, bookkeeping, and advisory — delivered with the attention of a small firm and the rigor of a large one.

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All services

What we offer

IRS Resolution

Facing IRS notices, audits, or back taxes? We negotiate directly with the IRS on your behalf — offers in compromise, payment plans, penalty abatement, and more.

  • Offer in compromise & payment plans
  • Penalty abatement & relief
  • Back tax filing & IRS letter responses
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Business Formation

Start your business the right way. We assist with LLC and corporation setup, EIN registration, and the tax elections that set you up for long-term success.

  • LLC & corporation setup
  • EIN registration
  • Tax elections & entity structuring
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Financial Consulting

Strategic financial planning for business owners. Manage cash flow, plan for growth, and make confident decisions backed by real accounting expertise.

  • Cash flow management
  • Growth planning & forecasting
  • Data-driven financial decisions
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New Business Consulting

Starting a business? We'll help you choose the right entity, structure your taxes correctly, and avoid costly mistakes from day one.

  • Entity selection guidance
  • Tax structure optimization
  • Avoiding common startup mistakes
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Fractional CFO Services

Fractional CFO services for growing businesses. Cash flow forecasting, business optimization, budgeting, and financial strategy — executive-level insight without the full-time cost.

  • Cash flow forecasting
  • Budgeting & financial strategy
  • Business optimization & KPIs
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Cost Segregation Study

Accelerate depreciation and unlock significant tax savings through a cost segregation study. Ideal for real estate owners and investors looking to maximize deductions on their properties.

  • Accelerated depreciation
  • Significant tax savings
  • Ideal for real estate investors
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Accounting Services

Full-service accounting for small businesses. Clean books, reliable reporting, and expert guidance to keep your finances in order and your business moving forward.

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Business Tax Preparation

Tax returns for LLCs, S-Corps, partnerships, and sole proprietors. We minimize your liability and keep you fully compliant — federal and all applicable states.

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Income Tax Return Filing

Accurate tax return filing for individuals and families. W-2, 1099, rental income, investments, multi-state — we handle it all with precision and care.

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Tax Planning

Proactive strategies to legally reduce what you owe. We identify deductions and timing opportunities before tax season.

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Bookkeeping

Monthly bookkeeping for small businesses. Accurate categorization, reconciliations, and clean financials so you always know where your money stands.

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Annual Filing

Never miss a deadline. We handle annual tax filings for individuals and businesses — federal, state, and all required schedules. Done right, every time.

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1099 Filing

1099 preparation and filing for businesses. We handle NEC, MISC, and more — ensuring accurate reporting and full IRS compliance so you avoid penalties.

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Sales & Use Tax

Sales and use tax compliance for businesses operating across multiple states. We handle registrations, returns, and nexus analysis so you stay compliant as you grow.

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Not sure which service is right?

Let's talk through your situation and figure out the right fit.

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