Services

Full Cycle Bookkeeping Services We offer bookkeeping packages either monthly, quarterly, or annually. This can be determined based on your needs & budget. We have experience serving various industries, and our services are customized to fit your needs. We know that professionally prepared bookkeeping goes a long way in helping you understand the health of your business. Therefore, we aim to provide high-quality and meticulous service that will clarify your business's financial strength. You are free to request bookkeeping only, or you can choose to add on the following services as part of your request: Budgeting & Forecasting Cash Flow Analysis Financial Statement Preparation Get started now!

Individual tax return preparation & filing Preparing your tax return can, at times, be an overwhelming task. Many who have taken on the task themselves have easily overlooked deductions and credits to which they were entitled. This is where an experienced tax professional comes in. You will be able to rest at ease knowing that your return has been prepared correctly and scrutinized to ensure that no credits and deductions were left out. Business tax return preparation & filing Reporting & compliance typically contain the preparation and filing of returns, making necessary elections, review and response to all assessments, just to name a few. Whether you are taxed as a Partnership or a Corporation, keeping up with all obligations and correspondence can be complicated and time-consuming. Because of this, our firm will take a proactive approach to ensure all accurate and timely filings are made so you can focus on other areas of your business. Strategic tax minimization strategies [Tax Planning] The best way to reduce your tax liability will be through proactive tax planning. We will create tailored strategies to reduce your current and future tax obligations. Tax Review A hefty tax bill can result from a return that has been improperly prepared. This is common for individuals who file their returns themselves or for those who use amateur tax professionals. Regardless of the situation, an in-depth review will be completed to identify missing deductions, credits, incorrect information, etc. Get started now!

Unfiled tax returns If you need to catch up on years of unfiled taxes, we can help you become compliant with the IRS and state tax authorities by filing only what's necessary. Wage Garnishment and levies Unfortunately, the IRS has the authority to garnish your wages without considering your ability to pay your bills. If you have received a notice or wage levy from the IRS, we can help protect your income from garnishment. Additionally, we can develop a proactive plan to avoid any future garnishments. Tax Lien resolution If you have a large outstanding balance of unpaid taxes owed to the IRS, you may be at risk of having a tax lien or levy placed on your assets. This leads to your bank account and other assets being seized. If you are facing a tax lien or levy, we can assist you with releasing or withdrawing them, developing a plan to address them, and protecting your assets from adverse impacts. Penalty Abatement Have you been faced with significant IRS penalties? If so, we can analyze your situation and identify opportunities for penalty abatement. We also will submit abatement requests based on reasonable cause or first-time relief criteria to reduce or eliminate IRS penalties and relieve financial burdens. Offers in Compromise Are you struggling with tax debt and want to settle it for less than the full amount? With an Offer in Compromise (OIC), you can do just that. Let us help you determine your eligibility for an OIC and prepare a comprehensive application that increases your chances of approval. Throughout the OIC process, we will ensure that you remain compliant with IRS guidelines. Tax debt relief: We can help you explore alternative tax relief options, such as innocent or injured spouse relief or Currently Not Collectible (CNC) status. Get started now!

Full-service payroll processing & reporting We provide full-service payroll for small & medium-sized businesses. You will receive unlimited payroll runs with direct deposits. Payroll taxes will also be collected and filed with all governmental reporting agencies. Year-end compliance will also be included, most importantly W2 distributions to employees. Finally, we do accommodate direct deposits and 1099 filings for contractors. You are free to request full-service payroll only, or you can choose to add on the following as part of your request: HR Compliance assistance Employee benefit administration Book a session now!

Business entity selection & consulting When it comes to operating a business, selecting the appropriate business entity can be daunting due to the numerous options available. Consulting services will assist you with choosing the proper business entity structure that will allow your business to operate in a way that will minimize personal and business tax liabilities while maximizing your business's growth for the future. Entity comparison analysis This analysis compares the tax liability of S-Corps, LLCs, partnerships, and sole proprietorships to determine the most tax-efficient business structure for owners. Reasonable compensation analysis This analysis is critical for S-Corp and C-Corp shareholders/employees as it helps determine a reasonable salary for services provided as an employee in their corporation. Book a session now!

Estate tax services We assist with preparing and filing your estate, trust, and gift tax returns. Our expertise ensures that your tax returns are error-free and compliant with all regulations. Nonprofit accounting Do you need assistance with your non-profit's accounting and preparation of your 990s? We can assist with bookkeeping and ensure IRS and state compliance. Book a session now!

Full Cycle Bookkeeping Services We offer bookkeeping packages either monthly, quarterly, or annually. This can be determined based on your needs & budget. We have experience serving various industries, and our services are customized to fit your needs. We know that professionally prepared bookkeeping goes a long way in helping you understand the health of your business. Therefore, we aim to provide high-quality and meticulous service that will clarify your business's financial strength. You are free to request bookkeeping only, or you can choose to add on the following services as part of your request: Budgeting & Forecasting Cash Flow Analysis Financial Statement Preparation Get started now!

Individual tax return preparation & filing Preparing your tax return can, at times, be an overwhelming task. Many who have taken on the task themselves have easily overlooked deductions and credits to which they were entitled. This is where an experienced tax professional comes in. You will be able to rest at ease knowing that your return has been prepared correctly and scrutinized to ensure that no credits and deductions were left out. Business tax return preparation & filing Reporting & compliance typically contain the preparation and filing of returns, making necessary elections, review and response to all assessments, just to name a few. Whether you are taxed as a Partnership or a Corporation, keeping up with all obligations and correspondence can be complicated and time-consuming. Because of this, our firm will take a proactive approach to ensure all accurate and timely filings are made so you can focus on other areas of your business. Strategic tax minimization strategies [Tax Planning] The best way to reduce your tax liability will be through proactive tax planning. We will create tailored strategies to reduce your current and future tax obligations. Tax Review A hefty tax bill can result from a return that has been improperly prepared. This is common for individuals who file their returns themselves or for those who use amateur tax professionals. Regardless of the situation, an in-depth review will be completed to identify missing deductions, credits, incorrect information, etc. Get started now!

Unfiled tax returns If you need to catch up on years of unfiled taxes, we can help you become compliant with the IRS and state tax authorities by filing only what's necessary. Wage Garnishment and levies Unfortunately, the IRS has the authority to garnish your wages without considering your ability to pay your bills. If you have received a notice or wage levy from the IRS, we can help protect your income from garnishment. Additionally, we can develop a proactive plan to avoid any future garnishments. Tax Lien resolution If you have a large outstanding balance of unpaid taxes owed to the IRS, you may be at risk of having a tax lien or levy placed on your assets. This leads to your bank account and other assets being seized. If you are facing a tax lien or levy, we can assist you with releasing or withdrawing them, developing a plan to address them, and protecting your assets from adverse impacts. Penalty Abatement Have you been faced with significant IRS penalties? If so, we can analyze your situation and identify opportunities for penalty abatement. We also will submit abatement requests based on reasonable cause or first-time relief criteria to reduce or eliminate IRS penalties and relieve financial burdens. Offers in Compromise Are you struggling with tax debt and want to settle it for less than the full amount? With an Offer in Compromise (OIC), you can do just that. Let us help you determine your eligibility for an OIC and prepare a comprehensive application that increases your chances of approval. Throughout the OIC process, we will ensure that you remain compliant with IRS guidelines. Tax debt relief: We can help you explore alternative tax relief options, such as innocent or injured spouse relief or Currently Not Collectible (CNC) status. Get started now!

Full-service payroll processing & reporting We provide full-service payroll for small & medium-sized businesses. You will receive unlimited payroll runs with direct deposits. Payroll taxes will also be collected and filed with all governmental reporting agencies. Year-end compliance will also be included, most importantly W2 distributions to employees. Finally, we do accommodate direct deposits and 1099 filings for contractors. You are free to request full-service payroll only, or you can choose to add on the following as part of your request: HR Compliance assistance Employee benefit administration Book a session now!

Business entity selection & consulting When it comes to operating a business, selecting the appropriate business entity can be daunting due to the numerous options available. Consulting services will assist you with choosing the proper business entity structure that will allow your business to operate in a way that will minimize personal and business tax liabilities while maximizing your business's growth for the future. Entity comparison analysis This analysis compares the tax liability of S-Corps, LLCs, partnerships, and sole proprietorships to determine the most tax-efficient business structure for owners. Reasonable compensation analysis This analysis is critical for S-Corp and C-Corp shareholders/employees as it helps determine a reasonable salary for services provided as an employee in their corporation. Book a session now!

Estate tax services We assist with preparing and filing your estate, trust, and gift tax returns. Our expertise ensures that your tax returns are error-free and compliant with all regulations. Nonprofit accounting Do you need assistance with your non-profit's accounting and preparation of your 990s? We can assist with bookkeeping and ensure IRS and state compliance. Book a session now!