Strategic Accounting, Tax Filing & Fractional CFO
Audit-ready corporate bookkeeping, high-impact tax strategies, and financial advisory for growing enterprises.
Service Offerings & Transparent Pricing
Explore bookkeeping, tax preparation, payroll, and advisory services with clear pricing.
Corporate Tax & Strategic Review
Comprehensive entity planning, deductions audit, and filing roadmap.
Individual Comprehensive 1040 Tax Return Filing
Federal and state returns including Schedule C, rental, and investments.
S-Corporation & Partnership Form 1120S Filing
Year-end balance sheet reconciliation, K-1 generation, and state filings.
Monthly Bookkeeping & Financial Statement Setup
QuickBooks bank feeds reconciliation, P&L reporting, and clean chart of accounts.
IRS Audit Representation & Notice Resolution
Direct communication with revenue agents, documentation gathering, and defense.
Fractional CFO Strategic Cashflow Session
Burn rate forecasting, working capital optimization, and growth projections.
Payroll Setup & Quarterly 941 Compliance Review
Gusto/ADP configuration, state unemployment registration, and tax withholdings.
Book Your Tax Consultation
Pick a time with a CPA. Bring your questions, we will bring the strategy.
1. Choose a Service Offering
Comprehensive entity planning, deductions audit, and filing roadmap.
Federal and state returns including Schedule C, rental, and investments.
Year-end balance sheet reconciliation, K-1 generation, and state filings.
QuickBooks bank feeds reconciliation, P&L reporting, and clean chart of accounts.
Direct communication with revenue agents, documentation gathering, and defense.
Burn rate forecasting, working capital optimization, and growth projections.
Gusto/ADP configuration, state unemployment registration, and tax withholdings.
No service selected yet
Pick a service from the list and we'll take you straight to booking it.