Individual Income Tax Returns
Preparation of federal and state returns (Form 1040 and related schedules)
Deductions and credits optimization (e.g., child tax credit, education credits)
E-filing and refund tracking
Business Tax Returns
Filing for LLCs, S Corps, C Corps, and partnerships (Forms 1120, 1120S, 1065)
Payroll and sales tax filings
Bookkeeping and accounting integration
Self-Employed & Freelance Taxes
1099 income management
Estimated quarterly tax calculations
Deduction tracking (home office, mileage, equipment)
Bookkeeping
Focus your time and energy on running your business, not keeping your books. We provide better data insight so you can make informed decisions for your business.
Monthly Accounting
We will implement and maintain an efficient month-end close process to ensure the accuracy of the balance sheet and income statement. We will also deliver financial statements each month to help you understand the state of your business. Our monthly service includes:
• Efficient month-end close
• Balance sheet account reconciliation
• Customized financial reports
Tax Planning & Strategy
Minimizing liability through deductions, credits, and retirement contributions
Guidance on tax-efficient investments
Year-round support to prepare for next tax season
Outsourced CFO
Forecasting, budgeting, and cash flow analyses.
Dashboards, KPIs, and clean reporting to provide insight for key strategic decisions.
Project-based CFO support for audits, restructuring, or system/software implementations.