Accounting Services for Every Stage

Income Tax Preparation

We prepare federal and state returns for individuals, families, S-Corps, C-Corps, and partnerships. Our focus is always on minimizing your tax liability and making sure every available deduction and credit is applied correctly.

We also offer Refund Transfer services, allowing you to pay your preparation fees directly from your refund with no upfront cost. Unlike large chain preparers that charge excessive fees for this service, we keep it affordable.

Includes

• Individual and family returns (1040)
• S-Corp, C-Corp, and partnership returns
• Investment, rental, and retirement income
• Self-employment and small business income
• Tax planning and year-round advisory
• Refund Transfer (pay fees from your refund)

Small Business Accounting

Accurate monthly bookkeeping, reconciliations, and financial reporting tailored to your business. We make sure your books are clean, current, and ready for tax time, and we use that data to give you financial clarity throughout the year.

We also offer QuickBooks setup and training, catch-up bookkeeping for businesses that have fallen behind, and industry-specific solutions including nonprofit bookkeeping.

Includes

• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliations
• Accounts payable and receivable management
• Monthly and quarterly financial statements
• QuickBooks setup and training
• Catch-up and clean-up bookkeeping

Payroll Services

Accurate, on-time payroll processing for businesses of any size. We handle weekly, bi-weekly, monthly, and quarterly payroll, along with all state and federal payroll tax filings so you stay compliant without the headache.

Payroll errors are expensive and stressful. Getting it right the first time is far cheaper than correcting mistakes with the IRS or state agencies. We make sure it is done correctly and on schedule.

Includes

• Weekly, bi-weekly, monthly, or quarterly payroll
• Federal and state payroll tax deposits
• Payroll tax returns (941, 940, RT-6)
• W-2 and 1099 preparation
• Direct deposit and pay stub delivery
• New hire reporting compliance

Business Formation

Starting a business involves real decisions about structure, liability, and tax treatment. We guide you through the process and handle the filings, so the entity you form is the right one for your goals and your situation.

We also provide Beneficial Ownership Information (BOI) Reporting services to keep existing businesses compliant with FinCEN regulations. Before you pay hundreds of dollars to an online formation service, call us. We can save you money and do it right.

Includes

• LLC and corporation formation
• Partnership and sole proprietorship setup
• EIN application and state registrations
• Operating agreements and bylaws
• BOI (Beneficial Ownership) reporting
• Nonprofit formation and 501(c)(3) guidance