Services
Every service, explained in plain numbers.
Eight things we do well, from a single tax return to running the books and payroll for a growing company. Pick what you need now; we'll tell you what you don't.
Form 1040 · 1120-S · 1065 · 1120
Tax preparation & filing
Individual and business returns, prepared right and filed on time.
Learn moreQuarterly estimates · Year-end review
Tax planning
Strategy across the year so April holds no surprises.
Learn moreP&L · Balance sheet · Reconciliations
Bookkeeping
Clean monthly books you can actually make decisions with.
Learn moreForm 941 · 940 · W-2 · 1099-NEC
Payroll
Employees paid on time, payroll taxes filed, no penalties.
Learn moreCertificate of Formation · EIN · Operating agreement
LLC formation
From idea to registered business, with the right structure from day one.
Learn moreForm 2553 · Reasonable compensation · 1120-S
S-Corp election
Cut self-employment tax when your profit makes it worth it.
Learn moreForm W-7 · Identity documents
ITIN assistance
Get your taxpayer number with your documents handled correctly.
Learn moreEntity choice · Cash flow · Financing
Business advisory
A numbers person in your corner for the decisions that matter.
Learn more
Not sure where to start?
Tell us your situation. We'll map the services to it.
Most new clients need two or three of these, in a particular order. A free 20-minute consultation sorts out which ones and what they'll cost.
Free consultation
Ready when you are.
Twenty minutes, no obligation. Bring your questions, your last return, or nothing at all.
Or call +1 (786) 688-7861