Tax preparation & planning

  • LLCs, S-Corporations, Partnerships, Sole proprietors, Individuals

  • Tax planning to minimize surprises and achieve objectives

  • Clear and timely communication

  • Secure cloud-based document management

 

 

Bookkeeping

  • Monthly or quarterly bookkeeping

  • Cloud-based, 24/7 client access to records

  • Monthly invoicing and bill pay services

  • Payroll services for bookkeeping clients

  • Management-use financial statements

  • Custom metrics and reports

 Business Start-ups

  • Tax entity selection

  • S-Corp election

  • Federal and state tax ID numbers

  • Accounting system setup and training

  • Budgets and projections