§ 01What we do
A complete back-office, tailored to you.
01
Tax Preparation & Planning
Federal and multi-state returns for individuals and businesses
02
Bookkeeping / Write-Up
Monthly close, reconciliation, and write-up support
03
Payroll Services
Full-service payroll for 1–50 employees
04
Business Consulting
Honest, objective advice from restructuring through sale
05
IRS Representation
Audits, notices, back taxes, and payment plans
06
Business Entity Selection
Choose the right LLC, S-corp, partnership, or sole-prop structure
07
Audits, Reviews, and Compilations
Independent reports for compliance, financing, and due diligence
08
Buying or Selling a Business
Valuation, due diligence, and transaction support
09
Estate & Trust Tax Preparation
Estate planning, trust returns, and gift reporting
10
Financial Analysis
Operational reviews and pro-forma projections
11
Financial Statements
Balance sheet, P&L, and cash-flow — clear and audit-ready
12
Health Insurance / ACA
Marketplace enrollment and coverage planning
13
Management Advisory Services
Process, systems, and team-level operating advisory
14
Notary Public
On-site notarization for clients
15
Retirement Planning
IRA, 401(k), and pension strategy
16
Sales Tax Services
Registration, periodic filings, and audit defense
First call is free