Services

Services that meet your unique needs

Tax Preparation & Planning

We know tax law. We study it year round to help you save and take the stress out of tax time.

Accounting

We can handle it all, from your payroll needs to banking and check writing.

Business Advisory

Our hands-on, 360 degree approach will help you achieve brighter financial future.

Flexible and Scalable

Whether you need us for an hour a month or a couple of days per week, our flexible services are designed to grow with your business.

Category 1

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

Category 2

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

Category 3

  • Tax Planning
  • Small Business Tax
  • Deduction Optimization
  • Estimated Tax Payments
  • Business Tax Return
  • Individual Tax Return
  • IRS Audit Defense
  • Reasonable Shareholder Salary Calculation
  • Routine Business Consultations
  • Lender Letters
  • Payroll
  • Financial Statement Analysis
  • Cash Flow Analysis
  • Budgeting, Forecasting, Goal Setting
  • Specific Tax Law Research (3 hours annually)
  • Fractional CFO Advice
  • Estate Planning Consultation
  • Annual Corporate Governance

All services also available on an ala carte basis.

We strive to make Accounting Easy

Our team of experts are here to Help.