What we do
Services built for real businesses
From daily bookkeeping to year-end tax filing, we handle the numbers so you can focus on running your business.
Bookkeeping
Accurate, up-to-date books every month. We reconcile accounts, categorize transactions, and deliver clean financial statements you can actually use.
- Monthly bank & credit card reconciliation
- Profit & loss statements
- Balance sheet reporting
- Accounts payable & receivable tracking
- QuickBooks & Xero management
Tax Preparation
We prepare federal and state returns for individuals, S-corps, LLCs, partnerships, and sole proprietors — and we look for every deduction you're entitled to.
- Individual (1040) returns
- Business returns (1120S, 1065, 1120)
- Self-employed & gig worker returns
- Multi-state filing
- Prior year amended returns
Payroll Services
We run payroll accurately and on time, handle all tax deposits, and file every required payroll return so you stay fully compliant.
- Weekly, bi-weekly & semi-monthly payroll
- Direct deposit setup
- Payroll tax deposits & filings
- Quarterly payroll tax filings
- W-2 annual filings
- 1099 annual filings
- Unemployment tax filings
- New hire reporting
Contactless Tax Filings
Get your taxes done from the comfort of your home. Securely upload your documents online, we prepare your return, and you review and sign — no office visit required.
- Secure online document upload
- Remote tax preparation & review
- Electronic signature & e-filing
- Individual & business returns
- Fast turnaround — no waiting room
Sales Tax Services
We handle city and county sales tax compliance so you never miss a filing deadline or underpay what's owed.
- City sales tax preparation & filing
- County sales tax preparation & filing
- Multi-jurisdiction compliance
- Sales tax registration assistance
- Audit support & back-filing
Business Consulting
Strategic guidance to help you grow profitably. We analyze your financials, identify opportunities, and help you make smarter business decisions.
- Cash flow analysis & forecasting
- Business entity selection (LLC vs S-corp)
- Startup financial setup
- Profitability review
- Tax planning & strategy
Food & Beverage Accounting
We specialize in the unique financial challenges of restaurants, bars, cafes, and food service businesses — from food cost control to tip reporting.
- Food cost calculations & menu pricing
- Food cost percentage analysis
- Waste & variance tracking
- Vendor price comparison
- Profitability by menu item
- Tip & gratuity reporting
- Liquor & beverage cost control
- Sales tax for food & beverage
IRS Representation
Facing an audit or IRS notice? We represent you directly, communicate with the IRS on your behalf, and work to resolve issues quickly.
- Audit representation
- IRS notice response
- Installment agreement setup
- Penalty abatement requests
- Back tax resolution
Accounting Software Support
We help you get the most out of your accounting software — from initial setup and training to ongoing troubleshooting and optimization.
- QuickBooks setup, training & support
- Gusto payroll setup & management
- Sage accounting configuration
- NetSuite implementation assistance
- Software migration & data cleanup
- Chart of accounts setup
- Integrations & app connections
Not sure which services you need?
Schedule a free consultation and we'll walk through your situation together.