More than just tax and accounting.
Personal Financial Planning Dashboard
Every client gets access to a full household planning dashboard. Track your net worth, set financial goals, model retirement scenarios, and see your complete financial picture in one place.
Monthly CFO Report
Every month, your books close and a plain-language report lands in your client portal. P&L summary, cash flow, and an AI-generated narrative that explains what your numbers actually mean.
Personal Tax Preparation
Federal and state returns for W-2 employees, freelancers, investors, rental owners, and retirees. Every deduction reviewed by a licensed CPA. Nothing left on the table.
Small Business Tax
Schedule C, Form 1120-S, and Form 1065 for LLCs, S-Corps, C-Corps, and partnerships. Accurate, on-time filing with a full entity-level review and officer compensation analysis.
Bookkeeping & Financial Statements
Monthly reconciliation and categorization via QuickBooks. Clean books you can actually use to run your business, delivered with P&L, balance sheet, and cash flow every month.
IRS Defense & Representation
Received a notice or facing an audit? Our licensed Enrolled Agent represents you directly before the IRS with unlimited practice rights so you never face them alone.
Payroll Services
End-to-end payroll processing, quarterly filings, and year-end W-2 and 1099 preparation. We keep you compliant so you can focus on your people.
Tax Planning & Strategy
Proactive, year-round strategies to legally reduce what you owe. We identify deductions and savings opportunities before the year closes, not after it's too late.
Not sure which service fits?
Reach out and we'll guide you to the right solution with no commitment.