Services
Individual and business tax returns, CFO services, bookkeeping and payroll, IRS and state tax resolution, and insurance and risk management — all under one roof.
Individual Tax Returns
Federal and State returns for W-2 earners, the self-employed, landlords, retirees and families. Prepared, reviewed twice and e-filed.
Business Tax Returns
Schedule C, partnership (1065), S-corp (1120-S) and C-corp (1120) returns, plus quarterly estimates and new-business setup.
CFO Services
Senior financial leadership without a full-time salary: cash-flow forecasting, budgets, profit analysis, year-round tax strategy and a plan for growth.
Bookkeeping & Payroll
Monthly bookkeeping, payroll, accounts payable and receivable, and financial statements for small businesses.
IRS & State Tax Resolution
Help with IRS and state notices, unfiled back-year returns, payment plans and penalty relief requests.
Insurance & Risk Management
Business insurance reviews, key person and buy-sell coverage, and coverage gap reviews, coordinated with your taxes and finances.
Final price depends on the forms and schedules your situation requires. You’ll always get a quote before we start.
How it works
In the office or entirely remote.
Most clients come in once. Many never come in at all — it’s your choice.
- Book a time. Pick an in-office or phone appointment online, Monday through Friday.
- Bring or upload your documents. Use our checklist, or upload through the secure client portal.
- We prepare and review. A second preparer checks your return before anything is filed.
- Sign and e-file. Review it with us, sign electronically, and track your refund with the IRS.