Core Accounting, Tax, & Budgeting

QuickBooks setup, payroll for contractors and household employees, and monthly reconciliations to keep your books accurate and stress-free.

Clear, timely financial statements and performance summaries that give you insight into cash flow, spending, and growth trends.

Accurate multi-state sales tax tracking, filing, and remittance so you stay compliant without surprises at year-end.

Monthly review and cleanup of bank, credit, and vendor accounts to ensure every transaction is matched and error-free.

Federal and state payroll tax submissions, year-end W-2s and 1099s, handled with precision and on time.

Federal and state tax returns for individuals, small businesses, and household employers — prepared accurately and filed on time.

Proactive, year-round strategies to reduce your tax burden through smart deductions, credits, and timing of income and expenses.

Expert review and response to tax notices — helping you understand the issue, resolve it quickly, and avoid future penalties.

Advice on whether to operate as an LLC, S-Corp, or sole proprietorship to maximize tax efficiency and protection.

Seamless integration between your books and taxes — ensuring your records are ready for filing and audit-proof.

Monitor inflows and outflows to keep operations running smoothly and anticipate future funding needs.

Short- and long-term projections to guide decision-making and help plan for growth or economic shifts.

Personalized budgets built around specific financial goals — from saving for expansion to reducing expenses strategically.

Identify which products, clients, or services drive your bottom line and make informed adjustments for higher returns.

Quarterly or annual check-ins to evaluate financial performance, track KPIs, and ensure accountability to your goals.

Trusted accounting & tax services with you in mind