Our Services

Tax Strategy & Compliance

Proactive planning that minimizes your tax burden and avoids costly surprises.

• Tax planning & preparation (individuals + businesses)
• IRS & state filing compliance
• S-corp strategy & pass-through taxation
• Audit defense & tax notice response

Virtual CFO & Advisory

Strategic insights to help you grow profitably and prepare for the future.

• Budgeting & forecasting

• Cash flow management

• Tax entity analysis & restructuring

• Business purchase/sale advisory

Business Accounting & Bookkeeping

Get reliable books and reports that guide better business decisions.

• Monthly reconciliations & reporting
• Clean-up and catch-up bookkeeping
• QuickBooks setup & optimization
• Chart of accounts by industry

​New Business Formation

Start right with the right structure, systems, and support.
• Entity selection (LLC, S Corp, PLLC, etc.)
• EIN, payroll & compliance setup
• Industry-specific guidance
• Ongoing business consulting