Services

Getting your return filed correctly, with every deduction you’re entitled to — and looking far enough ahead that next year doesn’t catch you out. With more than seventeen years of accounting and tax experience, we’re here before, during and after the season.

What you get

• Your return prepared and e-filed with the IRS and your state — we’re an IRS-authorized e-file provider
• A walkthrough of the result and every deduction we found
• Permanent copies kept in your portal
• Planning through the year, including estimated payments
• Cleanup of prior years that were never filed or filed wrong

Returns we prepare: Form 1040 for individuals, including multi-state filings · Schedule C for the self-employed and contractors · Form 1120-S for S corporations, plus help setting one up · Form 1065 for partnerships and multi-member LLCs.

Switching from another preparer

Bring your prior-year return with you. It tells us how things were handled before, and it’s what we use to check whether anything was missed.

Discuss my tax return

Most small businesses can’t afford a full-time accountant but still need what one provides. We keep your books current through the year so that tax time is a matter of filing, not reconstructing.

What you get

• Your books kept in QuickBooks, with your own access to them
• Bank reconciliations, so the numbers agree at tax time
• The ability to send invoices to your customers
• Books that feed straight into your return

Starting mid-year

We catch up the prior months first and reconcile the accounts, so what you hand over is consistent from the start of the year rather than from the day you called.

Discuss my bookkeeping needs

Payroll is where small businesses get into trouble quietly — a missed deposit, a wrong withholding, a W-2 that doesn’t match. We handle every part of it, including paying the taxes to the IRS on time.

What you get

• Pay stubs, paper paychecks or direct deposit
• Withholding taxes processed and filed
• Federal and state withholding
• Social Security and Medicare
• W-2 and W-3 forms completed at year end

Discuss my payroll needs

Sole proprietor, LLC, partnership, S corporation — the structure you pick changes what you pay and what you’re exposed to. It’s a decision worth making deliberately rather than by default.

What you get

• Each option explained in terms of what it means for you
• Help establishing an S corporation if that’s the right fit
• A review as the business grows, rather than leaving it on autopilot

Discuss my business structure

Statements are how your business represents itself to lenders, partners and potential buyers — and how you see it yourself. We work with your key people to produce accurate, timely ones.

Discuss my financial statements

Analysis gives you the numbers to support a course of action, reject it, or think again. Prospective analysis goes further, showing how things might play out under different scenarios before you commit.

Discuss a financial analysis

The questions that don’t fit neatly into a tax return: whether to expand, how to restructure, what selling would actually look like. We bring the analytical side to those decisions.

Discuss a business question

Work aimed at how the business runs rather than what it owes: business planning, mergers, acquisitions and related advisory support. Get in touch to talk through what you need.

Discuss advisory support