Accounting & Bookkeeping

Our accounting services keep your finances organized, compliant, and optimized for growth.
Services Include:

• Monthly, quarterly, or annual bookkeeping

• Financial statement preparation (Income Statement, Balance Sheet, Cash Flow)

• Bank and account reconciliations

• Payroll processing and tax filings

• QuickBooks setup and training

• Budgeting and cash flow management

• Advisory for S & C corporations and LLCs

 
Accounting Packages:

• Basic: Monthly bookkeeping + financial statements + bank reconciliation

• Pro: Basic + payroll setup/processing + quarterly review

• Premium: Pro + strategic tax planning + unlimited consultations

Income Tax Services

Maximize refunds, minimize liability, and stay compliant with our tailored tax services.
Services Include:

• High-income individual tax planning and preparation

• S & C corporation tax preparation

• Multi-year or prior unfiled returns

• Amended returns to claim outstanding refunds

• IRS negotiations, penalty waivers, and installment agreements

• Tax audit representation and consultation

• Direct e-filing with optimized refunds

Business Start-Up Services

Launch your business with confidence and the right financial foundation.

Services Include:

• Entity formation: LLC, S-Corp, C-Corp

• Incorporation filings and compliance guidance

• EIN application

• Operating agreements and corporate bylaws

• Initial bookkeeping setup

• QuickBooks setup and training

• Ongoing accounting and tax advisory

Business Start-Up Packages:

• Launch Package: Entity formation + EIN + Operating Agreement

• Growth Package: Launch + initial bookkeeping + QuickBooks training

• Comprehensive Package: Growth + monthly bookkeeping + tax planning consultation

Nonprofit Launch Services

Start your nonprofit with compliance, structure, and financial clarity.

Services Include:

• Nonprofit entity formation & 501(c)(3) filing

• Bylaws and foundational documents

• State and federal compliance guidance

• Accounting system setup for nonprofits

• Fundraising and donation tracking setup

• Ongoing advisory for nonprofit operations

Nonprofit Packages:

• Foundation Package: Formation + EIN + bylaws

• Full Launch Package: Foundation + accounting system + compliance guidance + donation tracking

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Consultation & Advisory

We provide expert guidance to help you make strategic financial decisions.

• Tax strategy consultation for individuals and businesses

• Business financial health & profitability assessments

• IRS audit & compliance guidance

• Bookkeeping & accounting system optimization

• Nonprofit financial management consultation