Our Services

Our Services

WHAT WE DO

Tax Strategy & Planning

We don’t just file taxes — we help you build a smarter tax strategy. Our team stays ahead of changing laws to minimize liabilities, maximize cash flow, and keep your goals in view. Whether you’re a solo entrepreneur or a growing team, we’ll create a customized tax roadmap designed for the long haul.

• Individual & business tax prep
• Strategic year-round planning
• IRS representation
• Multi-state and sales tax compliance

Small Business Advisory & Consulting

We specialize in helping small businesses make big moves. From entity selection to cash flow forecasting and operational systems, we advise you at every step — not just when something goes wrong.

• Entity structuring & restructuring
• Business consulting 
• Business valuation & succession planning
• QuickBooks setup & optimization

Accounting & Bookkeeping Services

Get clear, organized financials that support smart decisions — not just clean books. We handle the daily grind so you can focus on what matters most: running your business.

• Full-charge bookkeeping (monthly, quarterly, annual)
• General ledger & financial statement prep
• Invoicing, deposits, & reconciliations
• Personal financial statements
• Write-up & catch-up services

Payroll & Workforce Solutions

Payroll doesn’t have to be painful. We offer full-service payroll processing with built-in compliance, direct deposit, and seamless coordination with benefits, garnishments, and workers’ comp audits.

• Weekly, biweekly, monthly payroll
• New hire reporting & compliance
• Direct deposit & tax filing
• Retirement contributions & wage garnishments

Financial Forecasting & Strategic Planning

You don’t need a crystal ball — you need the right data, the right systems, and the right advisor. We turn financial chaos into clarity and help you create a plan that actually works in the real world.

• Cash flow projections
• Budgeting & goal setting
• Financial models & forecasts
• Debt & capital planning

Quickbooks Support & Systems Setup

We don’t just teach QuickBooks — we help you build a smart, sustainable back-office system. From installation and training to ongoing support, we make sure your tech works for you.

• Software selection & installation
• Custom chart of accounts & workflows
• Hands-on training for teams
• Ongoing support & monthly review

Estate, Trust & Retirement Planning

Whether you’re protecting your personal legacy or planning for your family’s future, we help you make informed decisions with compassion, clarity, and long-term strategy.

• Estate & trust tax prep
• Succession planning for businesses
  Retirement plan selection & guidance
• Investment performance insight (non-sales based)

Advisory Reviews & Financial Reporting

We help you make sense of your numbers with financial reporting that actually means something. Our reviews and compilations are tailored to support lenders, investors, and your own internal clarity.

• Reviewed & compiled financial statements
• Internal-use reporting & cash tracking
• Reporting for funding, grants, or audits

Custom Solutions For Growing Businesses

From budgeting to business transitions, we offer specialized services built to scale with your business. When life throws you a curveball, we’ll be in your corner — helping you adapt and stay ahead.

• Sales tax filings
• Workers’ comp audits