Accurate monthly bookkeeping that keeps your business organized, compliant, and ready for tax season.
Includes:

• Bank + credit card reconciliations

• Monthly financial statements (P&L + Balance Sheet)

• Categorization + cleanup of transactions

• QuickBooks Online support

• Year-end prep for tax filing

Best for: Business owners who want clean numbers and less stress.

Professional tax filing backed by accurate bookkeeping.
Includes:

• Individual returns (W-2, 1099, investments, rentals)

• Business returns (LLC, S-Corp, C-Corp)

• Final review + filing support

• IRS/state compliance

Best for: People who want it done correctly the first time.

We help you plan ahead so you don’t get surprised at tax time.
Includes:

• Estimated tax planning

• Entity strategy (LLC vs S-Corp guidance)

• Deduction optimization

• Year-round tax guidance

Best for: Business owners making real income who want to stay ahead.

Received a letter or notice? We’ll help you understand it and respond correctly.
Includes:

• Notice review + explanation

• Response guidance and documentation support

• Organization of supporting records

Best for: Anyone dealing with IRS or state mail and unsure what to do next.

Thinking about switching from a sole prop/LLC to an S-Corp or setting up a new business the right way? We help you choose the best structure, handle the setup, and make sure everything is clean for tax filing.

Includes:

• Entity selection guidance (Sole Prop vs LLC vs S-Corp vs C-Corp)

• S-Corp election support (Form 2553)

• New entity startup checklist + tax setup guidance

• QuickBooks structure setup (chart of accounts + tax-ready format)

• Business compliance guidance (basic filing and reporting expectations)

Best for:

• New business owners setting up for the first time

• LLC owners considering an S-Corp election

• Anyone who wants to reduce taxes and stay compliant the right way