Our Services

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We provide reliable, high-quality accounting and tax services designed to support individuals, small businesses, and growing organizations. Our approach combines technical expertise, regulatory compliance, and practical guidance—so you can focus on what matters most.

 Accurate financial records are the foundation of sound decision-making. We help clients maintain clarity and control over their finances through:

• Monthly  and quarterly bookkeeping 
• General  ledger maintenance and reconciliations 
• Financial  statement preparation (income statement, balance sheet, cash flow) 
• Accounts  payable and receivable support 
• Cleanup  and catch-up accounting
   

We offer comprehensive tax services with an emphasis on accuracy, compliance, and tax efficiency:

• Individual  income tax returns 
• Small  business and self-employed tax returns 
• Partnership,  S-Corporation, and C-Corporation returns 
• Proactive  tax planning and estimated tax calculations 
• IRS  and state tax correspondence support
   

We partner with business owners to provide insight beyond the numbers:

• Entity selection and business formation guidance 
• Budgeting, forecasting, and cash flow analysis 
• Financial process improvement 
• Profitability and cost analysis 
• Ongoing financial guidance for growth and scalability
   

We help ensure your payroll and compliance obligations are handled correctly and on time:

• Payroll processing coordination 
• Payroll tax filings and reconciliations 
• 1099 and W-2 preparation 
• Sales and use tax support 
• Assistance with regulatory and reporting requirements
   

For clients with more complex needs, we provide targeted, project-based support:

• Accounting system setup and optimization 
• Internal controls and process documentation 
• Financial reporting for lenders, investors, or grants 
• Audit and review preparation support