Everything your money touches, handled in one place

Tax Preparation & Strategy

We prepare your return with the same care we'd give our own, then step back and look at the whole year. Strategy is where the real savings live: entity elections, estimated payments, retirement contributions, and timing decisions that most filers only discover after it's too late to use them.

• Federal, state and local return preparation
• Multi-year review and amended returns
• Quarterly estimated payment planning
• Deduction and credit discovery
• IRS notice and letter response

W-2, 1099 & Self-Employed Taxes

Gig work, contract income, side businesses and traditional employment often land in the same household. We sort out what belongs on a Schedule C, what qualifies as a deductible expense, and how to keep self-employment tax from becoming a spring surprise.

• W-2 and multi-employer filings
• 1099-NEC, 1099-K and gig income
• Schedule C preparation
• Mileage, home office and equipment deductions
• Self-employment tax planning

Business Tax Returns

Your business return should reflect the structure you actually chose and the books you actually keep. We reconcile the two before we file, so the return matches reality and holds up under review.

• 1065, 1120 and 1120-S preparation
• K-1 preparation and distribution
• S-corp reasonable compensation review
• Depreciation and asset schedules
• Year-end book reconciliation

Credit Repair & Credit Building

We start with a full read of your personal and business reports. Inaccurate, unverifiable and outdated items get disputed with supporting documentation. From there the work shifts to building — the positive history, utilization and account mix that move a score and keep it moving.

• Personal and business credit report analysis
• Bureau disputes with documentation
• Business credit profile setup
• Utilization and account-mix strategy
• Lender readiness review

Business Formation & Compliance

Choosing an entity is a tax decision as much as a legal one, which is why formation and tax planning belong in the same conversation. We handle the filings, the federal ID, the registrations — and the annual obligations most owners forget until a notice arrives.

• LLC, S-corp, C-corp and nonprofit formation
• EIN and federal tax ID registration
• Registered agent and annual reports
• Licenses, permits and sales tax registration
• Operating agreements and corporate records

Bookkeeping & Payroll

Monthly bookkeeping keeps your numbers current enough to make decisions with. Payroll keeps your team paid and your withholdings correct. Together they make tax season a formality instead of an emergency.

• Monthly bookkeeping and reconciliation
• Profit and loss and balance sheet reporting
• Payroll processing and filings
• Payroll tax registration (SUI / SIT)
• Audit-ready recordkeeping

Small Business Consulting

Most small businesses don't fail on the product — they fail on the management. We look at your processes, your pricing, your cash flow and your goals, then build an action plan you can actually execute, with regular check-ins to keep it honest.

• Business assessment and goal setting
• Process and pricing review
• Cash flow and funding readiness
• Written action plans with milestones
• Regular accountability check-ins