We provide tax preparation and planning, accounting and bookkeeping, and business advisory for individuals and business owners, coordinated through one local office instead of three separate vendors.

Both. Many clients start with a personal return and add bookkeeping or advisory once their situation gets more complex, like a new LLC or a rental property.

Yes. The first consultation has no charge and no obligation, it’s a short call to understand your situation and confirm we’re the right fit before anything is billed.

It depends on the scope and complexity of the work. We’ll give you a clear number in writing after the consultation, before any work begins, so there are no surprises.

Preparation reports a year that’s already finished. Planning happens while the year is still open, so there’s still time to change the outcome. Read the full breakdown

Yes. We’ll review the notice with you, compare it to your records, and help you decide whether to respond, dispute it, or pay, before any deadline passes.

Yes, including catching up on unfiled prior-year returns and preparing multi-state filings for people who moved or work across state lines.

Yes, both. We can set up a new file, clean up an existing one, or migrate you from spreadsheets to either platform.

Monthly, as standard, with bank, credit-card, and loan accounts reconciled each cycle so your numbers are always current, not just at tax time.

It depends on your income, how you’re paid, and your growth plans, there’s rarely a single right answer. See how we approach it

Yes. We help with projections, accounts receivable and payable timing, tax reserves, and budgeting for new hires or a second location.

Yes, reasonable owner compensation is one of the most common advisory conversations, especially for S corporation owners balancing salary against distributions.