Bookkeeping
We focus on the foundations of your business. This is crucial and the most important step in order to have tax prep and tax planning.
Tax Planning
We take the full picture of your business and personal life to create a tax plan including relevant strategies. This can be upfront, or planning for future changes.
Individual Tax Prep
Sleep peacefully knowing you are completely compliant with the IRS.
Federal & State
Schedule C
Schedule
Business Tax Prep
We specialize in helping small business owners take every deduction and credit legally possible.
Federal & State
Partnerships
S Corporations
We’ve got you covered
With our holistic approach to accounting and planning, there’s never been a more simple way to start, market, and grow your business EFFICIENTLY. Let us help you today get your foundations of business STRONG and proactively planning.
Your Non-Equity Partner
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How we can serve you!
Proactive Tax Planning
We provide private practice owners and small business owners with the knowledge and power to get more in taxes or pay less! Proactive planning can save you thousands upfront and in the future. A full written plan and implementation steps will be provided.
Stand out from the rest of the crowd. We hold pride in strategies that create a profitable life for YOU, while everyone else keeps unknowingly paying more to the IRS.
Tax Preparation
Never worry again about tax time! We make this a quick and painless process. We will review prior year tax returns for any mistakes from prior filings. We do not just prepare a return and send you on your way until next time. You will walk away having a better understanding of your numbers in order to plan accordingly. That may be on your own or with the help of our expert enrolled agents. Our strategic tax planning is added on when necessary!
Business Returns: 1120, 1120S, 1065, K-1
Personal Returns: 1040 and applicable schedules
Outsourced Bookkeeping
You will be working with a dedicated bookkeeper and controller. We ensure that there are proper checks and balances in place at all times. You will truly get to know your numbers and finally be able to GROW in profitability!
Stand out from the rest of the crowd. We hold pride in strategies that create a profitable life for YOU, while everyone else keeps unknowingly paying more to the IRS.
Do it Yourself Bookkeeping
I do not suggest this method for most business owners, but I would rather you have your foundations of business (bookkeeping) correct and compliant.
This option is best suited for:
Solopreneurs (with time)
Simplistic Business Model