Comprehensive Tax, Accounting, & Entity Compliance Support
Serving individuals, small businesses, and tax-exempt organizations.
Serving individuals, small businesses, and tax-exempt organizations.
• Individuals
Comprehensive preparation and filing of federal and state individual income tax returns (Form 1040). We expertly handle complex situations including self-employment income, investment portfolios, rental properties, and multi-state tax issues. Our services extend to estimated tax planning and IRS correspondence support.
• Closely Held Businesses & Sole Proprietors
Tax preparation for small and family-owned businesses, including sole proprietorships (Schedule C), partnerships (Form 1065), and S corporations (Form 1120S). We provide detailed K-1 preparation, basis tracking, and strategic tax planning to align with your business goals.
• Trusts & Estates
Preparation of fiduciary income tax returns (Form 1041) for trusts and estates. This includes income distribution calculations, final-year returns, and compliance with complex tax regulations applicable to fiduciaries and beneficiaries.
• Estate & Gift Taxes
Expert preparation of federal gift tax returns (Form 709) and, when applicable, estate tax returns (Form 706). Our services include lifetime gift exemption tracking, gift-splitting strategies, and comprehensive coordination of estate tax filings to minimize tax liabilities and support your estate planning goals.
• Tax-Exempt Organizations
Preparation and filing of annual information returns for tax-exempt entities, including Forms 990, 990-EZ, 990-N, and 990-PF. We ensure your organization meets IRS compliance requirements while supporting governance best practices and financial transparency.
• QuickBooks Online Setup
New to QBO? We'll create a clean, customized setup that fits your business. From your chart of accounts to bank connections and settings, we'll lay the foundation for accurate, efficient bookkeeping from the start.
• Monthly or Quarterly Bookkeeping Services
Ongoing support to keep your books current and your financials clear. We’ll categorize transactions, reconcile accounts, assist with accounts receivable/payable and deliver simple financial reports, either monthly or quarterly, depending on your needs.
• Catch up / Cleanup & Year-End Preparation
Fallen behind? We’ll bring your books up to date, clean up any errors, and get everything ready for tax season. Whether you're a few months or a few years behind, we’ll make sure your financials are accurate and tax ready.
• Financial Statements
We provide accurate and timely financial statements to help you make informed business decisions. Our team of experts uses the latest software and technology to ensure your financial statements are up-to-date.
• Payroll Services
Our comprehensive payroll services save you time, reduce administrative costs, and ensure your employees are paid accurately and on time. We handle every aspect of payroll management, including wage calculations, direct deposits, payroll tax filing, deductions, and compliance with current regulations. With us managing your payroll, you can focus on growing your business while we take care of the details.
• 1099 Preparation & Filing
Complete management of your 1099 compliance requirements, including contractor W-9 collection, accurate preparation of 1099-NEC and 1099-MISC forms, electronic filing with the IRS, and distribution to recipients.
• Entity Formation & Registration
Assistance with the formation and registration of LLCs, corporations, and nonprofit organizations. We guide you through the entire process, including EIN application, state filings, and foundational documentation such as operating agreements and bylaws to establish your entity correctly from day one.
* For legal services beyond our scope, such as custom drafting or legal opinions, we coordinate referrals to trusted legal counsel to ensure comprehensive support. *
• Tax-Exempt Organization Formation & Compliance
Specialized support for establishing 501(c)(3) organizations, including preparation and submission of IRS Form 1023/1023-EZ, state-level registrations, and implementation of nonprofit governance best practices to maintain tax-exempt status and regulatory compliance.
• Entity Reinstatement Services
Assistance with reinstating administratively dissolved or revoked entities, including both for-profit businesses and nonprofit organizations. We manage all necessary filings, fees, and compliance requirements to restore your entity’s good standing with the state.
• Annual Report & State Filing Services
Timely preparation and submission of required annual reports, and other mandatory state filings to ensure your entity remains in good standing and avoids penalties or dissolution.
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