Tax Preparation

We provide tax preparation for Individuals and Businesses in all 50 states.

  • Individual & Business Tax Returns

  • Information Returns

  • Amendments

  • Unfiled Prior-Year Returns

  • Multi State Returns

Tax Resolution

We provide support and assist with tax notices and audits.

  • Back Tax Filings

  • Installment Agreements (Payment Plans)

  • Penalty Abatement Requests

  • Offer in Compromise (Settle for Less)
  • Identity Theft & IRS Errors

Bookkeeping

Virtual Bookkeeping.

  • Monthly Transaction Categorization & Reconciliation

  • Financial Statements & Reporting

  • Catch-Up & Clean-Up Services

  • QuickBooks Online Setup & Management

  • Contractor Expense Tracking & 1099 Prep

Payroll

We provide total payroll services for small business clients.

  • Weekly, Bi-Weekly, Monthly Payroll

  • Employee & Contractor Setup

  • Direct Deposit & Pay Stub Distribution

  • Tax Payments & Quarterly Filings
  • Prepare Year-End Forms

Business Entity Formation

Sole Proprietorship, Doing Business As (DBA), Limited Liability Company (LLC), Corporation, S-Corporation, Non-Profit.

  • Business Start-Up Consulting

  • Business Entity Name Search + State Filing
  • Employer Identification Number (EIN) Registration

  • Beginning Business Owner Tips

  • Articles of Organization or Incorporation Filing

Capital Consulting

We help you become loan approval compliant and apply for Business Loans and Grants.

  • Business Capital Readiness Review

  • Financial Documentation & Funding Strategy

  • Lender & Grant Opportunity Research
  • Business Plan or Pitch Deck Review

  • Business Credit Building Integration

Tax Planning

We help you keep more money in your pocket.

  • Customized Tax Analysis

  • Deduction & Credit Maximization
  • Entity Structure Optimization

  • Retirement & Investment Planning

  • Income Shifting & Splitting

Wealth Advisory

We advise of ways to grow, protect, and multiply your money.

  • Business & Personal Financial Alignment

  • Financial Education & Coaching

  • Asset Growth & Investment Readiness Guidance

  • Personalized Wealth Building Plan

  • Tax-Efficient Wealth Growth Strategies

Need A Personalized Solution?

We offer fully personalized services to our clients.

Valuable Features.

Industries

Start Ups, Content Creators, Non-Profits & Real Estate Investors

We specialize in helping Start Ups, Content Creators, Non-Profits & Real Estate Investors.

Niche industry practices

Schedule a consultation

We will take care of your tax, accounting, and business needs.