
services
Business packages
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Start-up
Perfect for sole proprietors or single member LLCs, filing Schedule C on Form 1040
What’s included:
•Enter and reconcile bank and credit cards
•Preparation and review of financial statements
•Calculation and filing of quarterly estimated tax payments
•Preparation of forms 1099-NEC and 1096 for contractors
•Preparation of sales tax reports
•Preparation of Individual Income Tax Return(Form 1040)
•Preparation of State Tax Return
•Tax planning on an as needed basis
•Email and phone support
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Advanced
Perfect for S-Corporations, Partnerships, and C-Corporations
What’s included:
•Enter and reconcile bank and credit cards
•Preparation and review of financial statements
•Preparation of payroll and associated quarterly and annual payroll tax reports
•Preparation of forms 1099-NEC and 1096 for contractors
•Calculation and filing of quarterly estimated tax payments
•Preparation of sales tax reports
•Preparation of Business Tax Return (Form 1120s, 1065, or 1120)
•Preparation of Individual Income Tax Return(Form 1040)
•Preparation of State Tax Return
•Tax planning on an as needed basis
•Email and phone support

a la carte services
Bookkeeping
Managing your books can feel overwhelming, but it doesn’t have to be. We’ll handle the recording, organizing, and reconciling of your financial transactions, providing you with clear and accurate records. With our support, you can concentrate on growing your business with confidence.
payroll
Payroll can be complicated, but we make it simple for you. From payroll processing and calculating wages to managing quarterly and annual tax filings and payments, we’ve got it all covered. You can count on us to ensure your team gets paid accurately and on time—every single time.
tax preparation
Tax season doesn’t have to be stressful. We’re here to handle all the details, from gathering the right documents to filing your returns. Our goal is to maximize your deductions, minimize your liabilities, and make tax preparation as seamless as possible for you.
irs correspondence
Received a letter from the IRS? Don’t panic. We’ll step in to handle the communication for you. Whether it’s audits, notices, or other correspondence, we’ll work on your behalf to resolve issues efficiently and provide peace of mind.
new business formation
Starting a new business? We’re here to help you choose the right structure, file the necessary paperwork, and set a strong foundation for your success. From LLCs to corporations, we’ll guide you every step of the way.
tax planning
Planning ahead can save you time and money, and that’s where we come in. We’ll work with you to create a custom tax strategy designed to minimize liabilities, plan for the future, and help you reach your financial goals.