What We Offer

Our Services

Comprehensive tax, accounting, and financial services designed to help individuals and businesses thrive.

Accounting & Bookkeeping Services

As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. We offer software setup, training, and ongoing bookkeeping support.

Keeping accurate financial records is the foundation of every healthy business. We help you stay organized, compliant, and informed so you can focus on running your business.

Accurate monthly bookkeeping and reconciliation
Accounting software setup and training
Financial record management and organization
Year-end reporting and summary preparation

Schedule a Consultation

Business Tax

The form of business you operate determines what taxes you must pay and how you pay them. Whether you are a sole proprietor, partnership, S-corporation, or C-corporation, we understand the unique tax obligations of each structure.

Our team helps business owners navigate tax preparation, planning, and compliance so you stay on the right side of the IRS while maximizing your deductions.

Business entity tax preparation partnership (LLC, S-Corp, C-Corp)
Self-employment and partnership tax returns
Tax planning and deduction strategy
Payroll tax compliance support

Schedule a Consultation

Corporation Set Up / Start Up

Whether you are starting up a small business or have a small business that's ready for the next step in growth, we can help you navigate through the city guidelines and requirements for setting up a legitimate business.

Starting the right way matters. We help entrepreneurs choose the right entity, file the necessary documents, and build a solid foundation for lasting success.

LLC and corporation formation guidance
EIN (Employer Identification Number) assistance
Business registration and licensing support
Startup compliance and structure consultation

Schedule a Consultation

Personal Income Tax

State and federal tax planning and preparation for individuals and/or multi-tiered partnerships. Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation to benefit you.

Whether you have a simple return or a complex financial situation with multiple income sources, investments, or deductions, we handle it with accuracy and care.

Federal and state individual tax returns
Deduction and credit maximization
Multi-income and investment income filing
Prior year amendments and corrections

Schedule a Consultation

Sales Tax

If you file a Form 1040 and itemize deductions on Schedule A, you have the option of claiming either state and local income taxes or state and local sales taxes, but not both. We help you determine the most beneficial approach.

For businesses with sales tax responsibilities, we help you stay organized, understand your obligations by state and transaction type, and prepare accurate filings on time.

Sales tax registration and compliance review
Quarterly and annual sales tax filing
Sales tax deduction strategy for individuals
Record organization and receipt tracking

Schedule a Consultation

Home Buying Services

We provide clients with guidance throughout the home-buying process, helping them better understand the financial and tax-related considerations involved.

We work with loan officers and real estate agents to help provide a more coordinated and informed home-buying experience for our clients.

Guidance through the home-buying process
Clarity on the financial and tax considerations involved
Collaboration with loan officers and real estate agents
A more coordinated, informed experience from offer to closing

Schedule a Consultation

Letters, translations, forms and notary services

Additional Services

Not everything a client needs fits neatly inside a tax return. We handle the paperwork that comes up alongside it, so you are not sent somewhere else to finish what you started.

If you are not sure whether something falls under this list, just ask. If we cannot help directly, we will point you to someone who can.

Letters
Translations
FAFSA Applications
Government Forms/Applications
Notary Services
ITIN Assistance, including applications and renewals

Schedule a Consultation

Not Sure Which Service You Need?

Contact us and we'll help you figure out exactly what's right for your situation. Our team is happy to answer questions and guide you in the right direction.