What we do

We keep the books, plan and file the taxes, and pick up the phone when a decision comes up, for businesses and individuals alike.

Most of the work comes down to knowing where you stand before it matters. That typically includes:

  • Improving visibility into cash flow and profitability
  • Understanding what's actually driving the numbers
  • Planning around what you'll owe before the year closes
  • Keeping the books current and reliable year-round

Numbers only help if you can act on them, so we explain what they mean and where things are headed.

Advisory & Complex Issues

Some situations don't have a clean answer: a change in how you're structured, an unusual transaction, an inherited mess, a letter you didn't expect. We help you think it through and weigh the options before you commit to anything.

For the questions you'd rather not work through alone.

Tax Planning & Preparation

Quarterly estimates, year-end planning, and filing, handled as one job that runs all year. That means checking in through the year on how you're structured, what you're setting aside, and what's worth deciding before December.

Helpful for anyone who'd prefer not to learn what they owe at the last minute.

Individual Returns (Form 1040)

W-2, self-employed, rental, and investment income, prepared and reviewed by a CPA before anything is filed.

See how individual tax preparation works

Buying or Selling a Business

Buying or selling a business puts a lot of weight on the numbers. We help you understand what's behind them, through financial due diligence and quality of earnings work, and help you plan ahead when a deal is still on the horizon.

For owners on either side of a deal, or thinking about one.

Bookkeeping & Monthly Reporting

Your accounts reconciled on a regular schedule and organized around how money moves through your business. You get useful, current statements you can read and ready whenever a lender, a partner, or your own curiosity asks for them.

Often where we start when the books have gotten away from someone, or never had a real system behind them.

Other services

  • Payroll

    Payroll processing, tax filings and deposits, W-2 and 1099 prep, and new-hire compliance, backed by a real person who already knows your business.

Not sure which one you need?

That's a normal place to start. And if what you're looking for isn't listed here, ask anyway. The areas above cover most of our work, not all of it. Send a note and we'll work it out together.

Get in touch (770) 744-5264