Our Services

Tax Planning & Compliance

File with confidence. Plan with purpose.

We simplify tax season by providing year-round filing and planning services. Whether you're an individual, a growing business, or an investor, we help minimize your tax burden and prevent surprises—while ensuring full compliance with federal and state regulations.

All filings and strategies are reviewed by a licensed CPA to ensure accuracy and compliance.

What we offer:

• Federal, State, and Local Tax Return Filing

• Strategic Tax Planning for Individuals & Businesses

• Estimated Tax Payments & Quarterly Planning

• Audit Support & correspondence with the IRS and state tax authorities

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Accounting & Bookkeeping

Clarity in your books. Confidence in your business.

Accurate books are the foundation of sound financial decisions. We provide consistent, up-to-date bookkeeping, financial reporting, and system oversight—so you always know where your business stands, with audit-ready and professionally maintained financials.

Monthly reports and financial statements are reviewed by a licensed CPA to ensure accuracy and actionable insight.

What we offer:

• Monthly Bookkeeping & Categorization

• Bank & Credit Card Reconciliations

• Profit & Loss, Balance Sheet, and Cash Flow Reports

• Catch-Up Bookkeeping & System Cleanup

Business Advisory

Smart guidance for every stage of growth.

We serve as your trusted advisor, helping you build, manage, and grow your business with confidence. From choosing the right business structure to optimizing profitability, our strategic consulting is grounded in financial expertise— empowering better decisions and supporting your long-term success.

All strategic recommendations are evaluated by a licensed CPA for both tax and financial impact.

What we offer:

• New Business Formation & Entity Selection

• Cash Flow & Profitability Analysis

• Financial Goal-Setting & KPI Tracking

• Ongoing Strategic Business Consulting