Our Services

We are driven by our passion for organized books, timely reports and stress-free accounting systems.

Monthly Bookkeeping (ongoing engagement)

Stay on top of your numbers with accurate, up-to-date reports tailored to your business. Each month you’ll receive Profit & Loss statements (year-to-date and monthly comparisons) to track cash flow, balance sheets (monthly and annual comparisons) to understand your assets, liabilities, and equity, and transaction lists by vendor, customer, or date to help you make the most of your cash flow. Reports are delivered on the schedule that works for you — anytime from the first to the fourth week of the month — and every engagement includes a walkthrough so the numbers actually make sense.

Bookkeeping Catchup/Cleanup

Fallen behind on your books — by a year, two, or more? This service gets you current. Clean, accurate books are essential for tax time, understanding how your business is really performing, and knowing where you stand financially.

1040 Individual Tax Return Preparation & Filing

Full-service preparation and filing for individual returns, including Schedule C and E filings, 1031 exchanges, and more. Typical turnaround is up to two weeks once all source documents are provided.

1120/1120S Corporate Tax Return Preparation & Filing

Accurate, thorough preparation for corporate returns, including reconciliation of books, end-of-year adjusting journal entries, and depreciation/amortization schedules — all aimed at helping your business maximize its savings potential. Turnaround time mirrors individual filings, typically two weeks.

Tax Planning

Available late October through December 31st, this service helps individuals and businesses understand what to expect at filing time — especially valuable if you’ve had life or business changes that could affect your tax liability. Because planning happens after we’ve seen a full year of your bookkeeping reports, we can project your tax liability closely and give you time to make any needed adjustments before filing season.

Payroll

Semi-monthly, monthly, or quarterly payroll processing, including employer tax calculations, quarterly payroll return filings, and tax payments made directly to the relevant agencies on your behalf.