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Everything your finances need.

Two CPAs. 40+ years combined experience. Tax, bookkeeping, payroll, and business advisory handled under one roof.

Tax Preparation Bookkeeping Payroll IRS Defense QuickBooks
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Tax Preparation

Accurate, on-time filing for individuals and businesses of every entity type, so you never wonder what you might be missing.

Best For

Individuals, self-employed, LLCs, S-Corps, partnerships, and multi-state filers

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Includes
Individual returns (Form 1040)
Business returns (1120-S, 1065, 1120)
Schedule C and Schedule E
Entity tax planning
Quarterly estimated taxes
Apr 15
Federal filing deadline, never missed
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02

Bookkeeping and Payroll

Clean monthly records and on-time payroll so you always know where your business stands financially.

Best For

Small businesses, growing teams, and owners who want clean books without hiring an in-house accountant

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Includes
Monthly bank reconciliation
Payroll processing and 941 filing
W-2 and 1099 preparation
Quarterly financial reports
Financial statement preparation
Monthly
Reconciliation keeps you audit-ready year round
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03

IRS Audit Defense

Representation and strategy when the IRS comes calling. We handle the correspondence so you do not have to.

Best For

Individuals or businesses who have received an IRS notice, CP2000, or audit letter

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Includes
IRS correspondence handling
Audit representation
Penalty abatement requests
Offer in compromise
Payment plan negotiation
90%
Of IRS notices can be resolved without a hearing
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04

Business Startup

Entity formation, first-year tax planning, and QuickBooks setup to get your business started on solid financial footing.

Best For

New business owners, sole proprietors converting to an LLC or S-Corp, and entrepreneurs planning their first hire

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Includes
LLC and corporation formation
S-Corp election filing
EIN registration
QuickBooks initial setup
First-year tax strategy session
S-Corp
Election can save self-employed owners thousands in SE tax annually
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05

QuickBooks Support

Setup, training, and ongoing support so your books stay accurate all year round without needing a full-time bookkeeper.

Best For

Business owners managing their own books, teams switching from spreadsheets, and anyone inheriting messy financials

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Includes
Initial QuickBooks setup and chart of accounts
Historical data cleanup
Staff training sessions
Monthly check-ins
Ongoing remote support
Online + Desktop
We support both versions of QuickBooks
Industries

We know your industry.

Deep familiarity with the specific tax rules, deductions, and reporting requirements of the industries we serve.

Rental Properties

Schedule E expertise, depreciation strategies, and multi-property reporting for landlords of all sizes.

Schedule E · Depreciation · Passive Loss
Gas Stations and C-Stores

Specialized in the complex reporting and inventory accounting of fuel retail and convenience operations.

Inventory · Fuel Tax · Cash Reconciliation
Medical Practices

Entity structure, payroll, and tax planning for physicians, dentists, and independent practitioners.

S-Corp · Payroll · Retirement Planning
Hospitality

Restaurant, hotel, and hospitality accounting, from tip reporting to seasonal staffing swings.

Tip Reporting · Payroll · Sales Tax
Sole Proprietors

Schedule C filing, quarterly estimates, and year-round advisory for self-employed individuals and freelancers.

Schedule C · Quarterly Estimates · SE Tax

Not sure which service you need?

Most clients need a combination. Tell us about your situation and we will put together the right plan.

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