Our Services

One Team for Your Books, Taxes and Business Decisions

Six connected services for business owners, independent professionals, nonprofits and individuals — so your bookkeeping, tax work and planning all speak the same language.

Bookkeeping & Accounting

Reliable monthly or quarterly books that do more than record the past. We keep accounts reconciled, statements current and the general ledger clean, so you always know how the business is performing — and tax time starts from solid records.

Bank reconciliationFinancial statementsGeneral-ledger cleanupCatch-up bookkeeping
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Tax Preparation & Planning

Professional preparation for individual and business returns, paired with year-round planning. We look ahead at income changes, estimated payments and documentation so filing season brings fewer surprises and better decisions.

Individual returnsBusiness returnsYear-round planningWithholding guidance
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IRS Tax Resolution

A clear next step when the IRS is involved. We help you understand notices, establish the facts on your account and evaluate the response options available — from unfiled returns and back taxes to liens, levies and garnishments.

Notices & auditsUnfiled returnsBack taxes & payment optionsLiens, levies & garnishments
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QuickBooks Services

QuickBooks support built around the way your business actually operates. We set up the file correctly, train the people using it, answer questions as they come up and clean up records before reporting or tax preparation.

SetupTrainingCleanup & tune-upOngoing support
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Business Advisory

Accounting insight for the decisions that shape your business. Whether you're forming a new company, planning strategically or preparing a succession, we bring the tax and financial picture into view before you commit.

Strategic planningNew-business formationSuccession planningTax coordination
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Nonprofit Accounting

Organized records and reporting support for mission-driven organizations. We help nonprofits keep clean books, produce reports appropriate for management and board review, and coordinate accounting with filing needs.

Ongoing bookkeepingBoard-ready reportingCompliance coordinationQuickBooks support
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Not sure where to start?

Tell us what's going on and we'll point you to the right service — no pressure, just a clear next step.