01
Tax Preparation
Accurate, timely federal, state and local filings for individuals, partnerships, S-corps, C-corps and non-profits.
- Form 1040 & schedules
- 1120, 1120-S, 1065 returns
- Multi-state filings
- Trust & estate returns
Our practice
Services built around the way you actually work.
From quarterly bookkeeping to complex multi-entity tax strategy, we deliver the full range of CPA services — with one accountable team from start to finish.
02
Tax Planning & Strategy
A proactive, year-round process that aligns your tax position with your personal and business goals.
- Entity structuring
- Quarterly estimates
- R&D and energy credits
- Retirement & succession
03
Bookkeeping & Close
Clean books, reconciled accounts and monthly financial packages you can actually use.
- QuickBooks / Xero
- Monthly reconciliations
- AP & AR workflows
- Custom reporting
04
Assurance & Review
Compilations, reviews and audit-readiness work delivered with the precision your stakeholders expect.
- Compilations
- Reviews
- Audit support
- Internal controls
05
Fractional CFO & Advisory
Strategic finance leadership without the full-time hire — when you need it most.
- Cash-flow forecasting
- KPI dashboards
- Budgeting & FP&A
- Board-ready reporting
06
Business Formation
Start on the right footing with the right entity, registrations and accounting foundation.
- Entity selection
- EIN & state filings
- Operating agreements
- Chart of accounts setup
07
Payroll & Sales Tax
Compliant payroll runs and multi-jurisdiction sales-tax filings handled end-to-end.
- Payroll processing
- W-2 / 1099 filings
- Sales-tax nexus analysis
- Quarterly remittances
08
IRS Representation
Calm, capable representation before the IRS and state authorities when notices arrive.
- Audit defense
- Notice response
- Offer in compromise
- Installment agreements