SERVICES
wHAT wE dO
Individual & Business Tax
Preparation and filing for personal returns, sole proprietors, and small businesses. Every return is reviewed with your full picture in mind — income, deductions, and prior-year history — so nothing gets missed and nothing gets filed late.
Who it’s for: W-2 employees, freelancers and 1099 contractors, small business owners, and rental property owners.
Tax Planning
Ongoing advising on estimated payments, entity structure, and the timing of income and expenses — worked through during the year, not discovered in April. The goal is to make filing season a formality rather than an event.
Who it’s for: business owners and individuals dealing with changing income, a new venture, or a major financial change.
Bookkeeping
Monthly bookkeeping to keep your accounts current and reconciled — ready for tax time, a loan application, or a clear-eyed look at how the business is actually doing, whenever you need it.
Who it’s for: small business owners who need accurate, up-to-date books without hiring in-house.
Financial Reporting & Analysis
Profit and loss, cash flow, and custom reports built to explain what’s actually happening in your business — so decisions about hiring, pricing, or growth are made with real numbers, not guesswork.
Who it’s for: owners who want to understand their numbers, not just file them away.
