Business Tax & Accounting
From monthly bookkeeping to year-end tax filing, we provide the financial infrastructure your business needs to grow. One partner, zero stress.
01. Tax Preparation
Strategic filing for entities of all sizes. We don't just record history; we help you plan for the future.
- S-Corps (1120-S) & Partnerships: Full preparation including K-1s and basis tracking.
- C-Corps (1120): Compliance for small to mid-sized corporations.
- LLCs (Schedule C): Maximizing deductions for single-member entities.
- Multi-State Filing: Handling nexus issues if you sell across state lines.
02. Bookkeeping
Clean, tax-ready books delivered monthly. We use QuickBooks Online to keep your financials transparent.
- Monthly Categorization: We sort every transaction so you don't have to.
- Bank Reconciliation: Ensuring your books match the bank to the penny.
- Financial Reports: Monthly P&L and Balance Sheets for loans or investors.
- Catch-Up Services: Behind on your books? We can clean up prior years quickly.
03. Payroll Services
Automated, compliant payroll for your team. Whether you have W-2 employees or 1099 contractors.
- Full Service: Direct deposit, tax withholdings, and agency payments.
- Automated Filings: We handle Form 941, DE9, and unemployment taxes.
- Year-End: Automatic generation and filing of W-2s and 1099-NECs.
- Retirement Integration: Support for 401(k) deductions.
Specialized for S-Corp Owners: Reasonable Compensation
If you own an S-Corp, the IRS requires you to pay yourself a "Reasonable Salary" before taking distributions. Get it wrong, and you risk audits and penalties.
We perform a detailed Reasonable Compensation Analysis using industry data to find the "Goldilocks" number—compliant with the IRS, but optimized to save you money on self-employment taxes.
Why Integrate Your Tax & Bookkeeping?
Many business owners have a bookkeeper and a separate tax preparer.
Here is why having one partner is better.
No "Year-End Scramble"
Since we manage your books all year, tax season is seamless. No hunting for receipts in March.
Proactive Advice
We see your numbers monthly. If we spot a tax-saving opportunity in July, we tell you then—not after the year is over.
Audit Defense
As Enrolled Agents, we stand behind the numbers we prepare. We are licensed to represent you.