Our Services

Bookkeeping Services

    • Transaction Categorization

    • Account Reconciliations

    • Expense Tracking

    • Financial Reports Pulled & Explained

    • Previous Transactions Clean-ups

    • Bi-Monthly 1:1 with Clients

    • Teach QBO Basics

    • Invoicing Support

    • 1099 Filing

Payroll Services

    • Payroll Preparation & Execution

    • Direct Deposits Initiated

    • Payroll Reports

    • Uses Various Trusted Payroll Platforms

    • Tax Withholdings

    • Compliance

Nationwide Tax Services

    • Individual Tax Services

    • Business Tax Services

    • IRS Filing

    • Tax Return Review

    • Estimated Taxes

    • 1099 Reporting

    • Multi-State Tax Filing

    • Tax Planning

    • Year-End Tax Planning

    • Quarterly Tax Planning

    • Tax Strategy

    • Tax Minimization

    • Tax Deductions

    • Tax Credits

    • Business Entity Selection

    • S-Corporation Election

    • Tax Compliance

    • Payroll Tax Compliance

    • Audit Representation

Additional Services

In addition to our comprehensive packaged services, we're pleased to provide an array of additional offerings to meet your specific needs. Feel free to explore our diverse range of services and discover how we can further assist you in achieving your objectives.

  • Including:

    • Helping business owners make

      informed decisions

    • Set financial goals

    • Create growth strategies

    Contact Us for Pricing

  • Including:

    • A breakdown of business expenses

    • Analyze spending trends

    • Provide Actionable recommendations

    Contact Us for Pricing

  • Including:

    • Budgeting

    • Debt Management

    • Savings Strategies & More.

    Contact Us for Pricing

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