Our Services
Everything your taxes and books need, under one virtual roof
Four integrated services for small businesses, partnerships, S-Corps, LLCs, rental property owners, and individuals — each delivered with the same standard of accuracy and care.
Tax Preparation
Accurate, on-time preparation and e-filing of federal and state returns for individuals and businesses.
Learn more- Individual returns (Form 1040)
- Sole proprietors & single-member LLCs (Schedule C)
- Partnerships (Form 1065) & S-corps (Form 1120-S)
- Rental property reporting (Schedule E)
Bookkeeping
Clean, current books on your schedule — the foundation of good tax outcomes and good decisions.
Learn more- Weekly, monthly, or quarterly transaction categorization
- Bank & credit card reconciliation
- Profit & loss and balance sheet reports
- Catch-up and cleanup projects
Accounting Services
Beyond the books: financial reporting and sales tax coordination that helps you understand — not just record — your numbers.
Learn more- Financial reporting & analysis
- Sales tax coordination
- Entity selection & QuickBooks setup
Tax Resolution
When the IRS comes calling, an Enrolled Agent steps in and handles it with you — and for you.
Learn more- IRS & state notice response
- Back taxes & unfiled returns
- Installment agreements & penalty abatement
- Audit representation before the IRS
Not sure which service you need?
Schedule a virtual consultation and we will assess your situation, explain your options, and recommend the right level of support.