Professional Services

• Monthly, quarterly, and annual bookkeeping

• Financial statement preparation

• Account reconciliation

• General ledger maintenance

• Accounts payable and receivable management

• Federal and state tax return preparation

• Tax planning and consulting

• Tax filing and compliance

• IRS representation and audit support

• Corporate tax returns (C-Corp, S-Corp)

• Partnership tax returns

• LLC tax returns

• Tax planning strategies

• Estimated tax payments

• Personalized tax advice

• Tax-saving strategies

• Retirement planning

• Estate and trust tax advice

• 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 formation and registration

• Financial planning and analysis

• Business plan development

• Budgeting and forecasting

• Cash flow management

• Payroll processing

• Direct deposit setup

• Payroll tax filings

• Employee payroll records management

• Payroll compliance and reporting

• Income statements

• Balance sheets

• Cash flow statements

• Custom financial reports

• Formation and registration assistance

• 501(c)(3) application support

• Financial management for nonprofits

• Compliance and reporting for nonprofits

• QuickBooks setup and training

• Financial literacy education

• Budget and debt counseling

• Audit and assurance services