What we do
Three services that work together.
We keep the practice focused. Tax, accounting, and advisory are the areas where a CPA makes the clearest difference for individuals and growing businesses, so those are the areas we do well.
Plan before you file
Tax Preparation & Planning
We keep the practice focused. Tax, accounting, and advisory are the areas where a CPA makes the clearest difference for individuals and growing businesses, so those are the areas we do well.
Preparation
Individual returns, including self-employment, rental, and investment income
Business returns for S corporations, partnerships, and single-member LLCs
Multi-state and part-year filings
Prior-year cleanup and amended returns
Planning
Quarterly estimated payments sized to the actual year, not last year
Entity and compensation planning for owner-operators
Timing of income, deductions, equipment, and retirement contributions
Response support for IRS and state notices
Books, always current
Accounting & Bookkeeping
Books that are current and reconciled make everything downstream easier, filing, lending, budgeting, and knowing where you stand.
Included
Monthly bookkeeping and bank, credit-card, and loan reconciliations
Chart of accounts setup or cleanup
Payroll coordination and 1099 preparation
QuickBooks Online or Xero setup and migration
QuickBooks Online or Xero setup and migration
Year-end close and hand-off to the tax return
Clarity before you decide
Business Advisory
The financial questions that come up as a business grows rarely have a single right answer. We help you work through them with the numbers in front of you.
Where we help
Entity selection and formation, and when to revisit the choice
Cash-flow planning, projections, and tax reserves
Owner compensation and distribution strategy
Budgeting and break-even analysis for new hires or locations
Financial preparation for a sale, buy-in, or ownership transition
SUPPORT WHEN IT COUNTS
Tax Audit Help
An IRS or state tax notice can raise a lot of questions. We help you understand what's being asked, organize the records, and work through the response with a clear plan.
Where we help
Review IRS and state notices to clarify what's required
Gather and organize supporting financial documentation
Prepare responses to inquiries and document requests
Support audit correspondence and communication
Review findings and explain available next steps
PAYROLL MADE SIMPLE
Payroll
Paying your team should be straightforward. We help keep payroll accurate, timely, and organized so you can focus on running your business.
Where we help
Payroll setup and employee information management
Regular payroll processing and payment coordination
Payroll tax calculations, deposits, and filings
W-2 preparation and year-end payroll reporting
Payroll recordkeeping and accounting reconciliation
How we work
A predictable process.
No surprises about scope, timing, or fees. Here is the path from first call to ongoing work.
01
Consultation
A short call to understand your situation and confirm we are the right fit.
02
Onboarding & review
We gather prior returns and records, review them, and put scope, timing, and fees in writing.
03
Ongoing work
Bookkeeping and filings on a set schedule, with planning check-ins before key dates.
Three services that work together.
We keep the practice focused. Tax, accounting, and advisory are the areas where a CPA makes the clearest difference for individuals and growing businesses, so those are the areas we do well.