Professional Services
Bookkeeping
• Monthly, quarterly, and annual bookkeeping
• Financial statement preparation
• Account reconciliation
• General ledger maintenance
• Accounts payable and receivable management
Individual Tax Preparation
• Federal and state tax return preparation
• Tax planning and consulting
• Tax filing and compliance
• IRS representation and audit support
Business Tax Preparation
• Corporate tax returns (C-Corp, S-Corp)
• Partnership tax returns
• LLC tax returns
• Tax planning strategies
• Estimated tax payments
Tax Advising
• Personalized tax advice
• Tax-saving strategies
• Retirement planning
• Estate and trust tax advice
Beneficial Ownership Information (BOI) Reporting
- Gathering all required information for accurate filing.
- Professional preparation and submission of your BOI report.
- Ensuring full compliance with federal regulations.
- Providing peace of mind that your business is protected from penalties.
Business Consulting & Start-Up
• Business formation and registration
• Financial planning and analysis
• Business plan development
• Budgeting and forecasting
• Cash flow management
Payroll Services
• Payroll processing
• Direct deposit setup
• Payroll tax filings
• Employee payroll records management
• Payroll compliance and reporting
Financial Statement Preparation
• Income statements
• Balance sheets
• Cash flow statements
• Custom financial reports
Nonprofit Services
• Formation and registration assistance
• 501(c)(3) application support
• Financial management for nonprofits
• Compliance and reporting for nonprofits
Additional Services
• QuickBooks setup and training
• Financial literacy education
• Budget and debt counseling
• Audit and assurance services
View Our Pricing
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