top of page

WHAT WE DO

We are dedicated to bettering the lives of thousands of business owners by providing the best accounting and tax experience possible

Client Accounting Services

For Small Businesses and Freelancers

  • Outsourced accounting department to keep you focused on your customers 

  • Bookkeeping, including monthly or weekly financial statement write-up reports 

  • Business-wide and project-specific profitability tracking 

  • Transaction processing and account reconciliations

  • Accounts Receivable management

  • Accounts Payable management

  • Payroll tax management, including monthly, quarterly, and annual calculations and filings

  • Sales tax management, including monthly, quarterly, and annual calculations and filings

  • Send and follow up on client invoices

CAS
Tax Prep & planning

Tax Preparation & Planning

For Individuals, Small Businesses, and Freelancers

  • User-friendly, secure portal for exchange of personal information

  • Quarterly estimated tax calculations and filings

  • Review of prior year tax returns for accuracy

  • Identification of tax write-off and credit opportunities at both federal and state level

  • Planning for future saving opportunities

  • Guidance on tax implications of investments such as stocks, bonds, real estate, partnership interests, etc.

  • Advice on tax documentation best practices

  • Full compliance with tax deadlines

  • Preparation and filing of the following:

    • Form 1040 (Individuals), including:

      • Schedule A

      • Schedule B

      • Schedule C

      • Schedule D

      • Schedule E

      • Additional schedules, as needed

    • Form 1040-ES (individuals)

    • Form 1065, and associated K-1s (Partnerships)

    • Form 1120-S, and associated K-1s (S-Corporations)

    • Form 1120 (C-corporations)

    • Form 990 (Tax-Exempt Organizations)

    • Form 1099 (Payments to Independent Contractors)

    • Form W-2 (Wages Paid to Employees)

    • Form 2553 (Small Business Election)

    • Form 8332 (Payments to Foreign Independent Contractors)

Bus Advisory

Business Advisory

For Small Businesses

  • Budget development

  • Long and short-term forecasting at the business level and project-specific level

  • Real cash flow management based on experience

  • Analysis of optimal business structure that aligns with your company’s goals

  • Assistance with entity formation, such as LLC filings

bottom of page