Small Business Tax and Accounting

  For new businesses laying the foundation.
Starting a business is exciting - and overwhelming. We help you set up your financial systems the right way from day one, so you can focus on building your vision.

Core Services We Often Provide:

• Business entity selection guidance
• Federal and state tax set-up and support
• QuickBooks or Xero setup and training
• Customized chart of accounts
• First-year estimated payment guidance
• May be bundled with Tax Preparation & Planning Services

Perfect for:
New business owners, sole proprietors, LLCs, and side hustlers ready to get serious.

For businesses catching up or correcting past records.
Behind on your books? Not sure what’s accurate? We’ll help you clean up your financials, correct errors, and get you back on solid ground - without judgment.

Common Areas We Help With:

• Review and correction of past transactions
• Bank and credit card reconciliations
• Catch-up bookkeeping for prior months or years
• Payroll and sales tax review (if applicable)
• Preparation for tax filing
• May be bundled with Tax Preparation & Planning Services

Perfect for:
Business owners who need a hand getting back on track, switched bookkeeping systems, or just need a fresh start.

  For businesses ready to scale with support.
When your business is growing, your finances get more complex. We provide ongoing accounting and advisory services to help you make confident, informed decisions.

Tailored Support May Include:

• Monthly bookkeeping and reconciliations
• Financial statements and performance insights
• Budgeting and cash flow planning
• Oversight or collaboration with internal bookkeepers
• Monthly, Quarterly, or Annual consultations for questions and check-ins
• May be bundled with Tax Preparation & Planning Services

Perfect for:
Established businesses looking for a trusted partner to support growth and long-term planning.

Our Core Services - available as stand-alone or bundled with any package.
Tax season doesn’t have to be stressful. We offer accurate, timely tax preparation for individuals and businesses - with proactive planning to help you minimize surprises and maximize peace of mind.

How We Can Support You:

• Federal, state, and local tax return preparation
• Estimated tax calculations and payment reminders
• Tax planning to reduce taxes
• Optional bundling with other packages

Perfect for:
Business owners, freelancers, and individuals who want expert tax support - with or without ongoing services.