Services

Tax Preparation and Filing

For high-income families, self-employed professionals, and business owners who need more than basic tax prep

  • Business, personal and trust tax return preparation: 1120S, 1120, 1065, 1040 and 1041

  • Year-round tax planning for income changes, large purchases, life events

  • Tax deferral recommendations (retirement plan contributions, HSAs, IRAs, and SEP)

  • Multi-state and local tax compliance (including for clients who move or own out-of-state property)

  • Estimated tax calculations and vouchers

  • Quarterly tax payment reminders 

  • IRS and state notice response (review, explain, and respond at no extra fee)

  • Audit-ready documentation and digital records

  • Direct access to your CPA, your questions answered promptly and accurately

Optional Add-Ons:

  • Extended support for full audits or complex IRS issues

  • Tax projections for major life or business changes

Outsourced CFO Services

For practice owners, brokers, and founders ready to run their business with clarity, not guesswork

Ongoing financial strategy and planning

  • Budgeting and forecasting

  • Custom financial reports and KPIs

  • Profitability analysis and pricing support

  • Cash flow management and projections

  • Bank and lender support

  • Decision support for major business moves

  • Quarterly or monthly owner strategy sessions

Optional Add-Ons:

  • Support for M&A, exits, or capital raises

  • Coordination with other advisors (legal, wealth, insurance)

  • Implementation of new accounting systems or software

Bookkeeping System Cleanup

For business owners who fell behind on their books and now need accurate numbers fast

Reconcile all bank, credit card, and loan accounts

  • Correct miscategorized income and expenses

  • Remove or merge duplicate vendors and customers

  • Resolve negative balances and uncleared transactions

  • Clean up chart of accounts

  • Adjust opening balances and retained earnings if necessary

  • Ensure accurate financial reports and tax readiness

QuickBooks Desktop to Online Migration

For business owners who want to modernize their books without losing a single transaction
Evaluate your current QuickBooks Desktop file and version

  • Prepare the file and fix issues before export

  • Convert data to QuickBooks Online, preserving historical transactions, lists, and balances

  • Set up users, settings, and bank feeds in QBO or Xero

  • Post-migration testing to verify accuracy

  • Provide training and support during the transition

Complimentary Entity & Tax Optimization Checkup

For anyone wondering if their current setup is costing them thousands in taxes

  • Review of your current entity structure and tax position

  • Comparison of alternative structures (S Corp, C Corp, LP, etc.)

  • Customized recommendations based on your goals

  • Potential tax savings of $8,000 to $15,000 per year