OUR SERVICES
Tax Preparation & Planning
We offer full-service tax preparation and proactive tax planning designed to minimize liabilities and avoid surprises.
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Individual & Business Tax Services include:
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Individual tax preparation
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Small business tax preparation
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Tax planning & projections
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Quarterly estimated tax payments
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Self-employed & 1099 contractor taxes
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Multi-state tax filings
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Rental property & real estate taxation
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Cryptocurrency tax reporting
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Capital gains & investment income planning
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IRS & state tax notice support
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We work with you year-round—not just at filing time—to help you plan strategically and optimize tax outcomes.
Accounting & Advisory
Accurate financial reporting is the foundation of smart business decisions. Our accounting and advisory services provide clear visibility into your company’s financial performance.
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Accounting & advisory services include:
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Financial statement preparation
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Cash flow analysis & forecasting
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Budgeting & financial planning
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Profitability analysis
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Business performance reporting
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Financial decision support
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Ongoing advisory services
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We go beyond compliance to help you understand how financial and tax decisions impact cash flow, profitability, and long-term growth.
Bookkeeping
Reliable bookkeeping keeps your financial records organized, accurate, and decision-ready.
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Bookkeeping services include:
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Monthly bookkeeping
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Bank & credit card reconciliations
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Expense categorization
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Monthly financial reports (P&L, Balance Sheet)
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Cleanup & catch-up bookkeeping
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Cloud-based bookkeeping solutions
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With clean books and timely reporting, you’ll always know where your business stands.
Business Services
We support businesses at every stage—from formation through growth.
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Small business services include:
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New business setup & entity selection (LLC, S-Corp, etc.)
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S-Corporation elections
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Sales tax filings
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1099 preparation & filing
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Payroll coordination
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Year-end tax readiness
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Financial systems & process setup
Strategic Advisory
For business owners seeking deeper insight and strategic guidance, we offer advisory services that function like a fractional CFO.
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Value-add services include:
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Small business advisory & CFO-style support
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Cash flow management & optimization
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Tax strategy for business owners
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Retirement & long-term tax planning
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Financial organization & workflow improvement
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Decision-making support for sustainable growth