What we offer
Services for individuals and small businesses
From annual tax returns to year-round bookkeeping, we're here to help you stay organized, compliant, and confident about your finances.
For individuals & businesses
Tax Preparation
Accurate, timely tax returns for individuals, families, and small businesses. We stay current on tax law changes so you don't have to — and we'll make sure you're not leaving money on the table.
- Individual and family returns
- Small business returns (sole proprietors, LLCs, S-corps)
- Prior year returns and amendments
- IRS correspondence assistance
For small businesses
Bookkeeping
Stay on top of your finances year-round. We keep your books clean and current so you always know where your business stands — and so tax season doesn't become a scramble.
- Monthly and quarterly bookkeeping
- Bank and credit card reconciliation
- Financial reports and statements
- QuickBooks setup and support
For growing businesses
Business Accounting
More than just bookkeeping — we help small business owners understand their numbers, plan ahead, and make informed decisions. Think of us as your part-time CFO.
- Financial statement preparation
- Cash flow analysis and planning
- Payroll support
- New business setup and consulting
Not sure which service you need?
That's what consultations are for. We charge a small consultation fee, which is credited toward your first engagement with us.