Mon - Fri: 9:00 AM - 6:00 PM

Our Services

Home / Services
How We Help

Accounting services built around you

Whether you need a one-time filing or a year-round partner, we have a service to match.

📊

Tax Preparation & Planning

Individual and business tax returns prepared accurately and on time, with proactive, year-round planning to legally reduce your tax burden.

  • Federal, state & local returns
  • Multi-state & self-employed filings
  • Quarterly estimated taxes
  • Tax-saving strategies
📝

Bookkeeping & Accounting

Keep your books clean and current with monthly bookkeeping, reconciliations and clear financial statements.

  • Monthly bookkeeping
  • Bank & card reconciliation
  • Accounts payable/receivable
  • QuickBooks setup & support
💰

Payroll Services

Full-service payroll that keeps your team paid correctly and your business compliant.

  • Payroll processing
  • Tax deposits & filings
  • W-2 & 1099 preparation
  • New-hire reporting
🔍

Audit & Assurance

Independent audits, reviews and compilations that build trust with lenders, investors and boards.

  • Financial statement audits
  • Reviews & compilations
  • Internal control analysis
  • Agreed-upon procedures
💼

Business Advisory & CFO

Outsourced CFO-level insight to help you budget, forecast and grow with confidence.

  • Budgeting & forecasting
  • Cash-flow management
  • KPI & profitability analysis
  • Growth & exit planning
⚖

IRS Representation

Expert, calm help resolving IRS and state tax issues so you never face them alone.

  • Audit representation
  • Notice & letter response
  • Back taxes & payment plans
  • Penalty abatement
🏢

Business Formation

Start on the right foundation with proper entity selection and setup.

  • LLC / S-Corp / C-Corp setup
  • EIN & registrations
  • Entity selection advice
  • Compliance calendars
💼

Estate & Trust Planning

Protect and transfer wealth efficiently with thoughtful tax planning.

  • Estate & gift tax planning
  • Trust tax returns
  • Succession planning
  • Beneficiary strategies

Not sure which service you need?

Book a free consultation and we'll point you in the right direction.

Talk to a CPA