We work with small businesses of all types: sole-proprietors, LLCs, S-Corps, and C-Corps. We can help with all aspects of running a business, from choosing a business entity to helping you run your business more efficiently.



Tax Return Preparation and Filing

We will prepare and file your current year federal, state (all 50 state), and local tax returns as well as previous years' tax returns. Estimated tax vouchers, K-1's, 1099's, e-filing, and direct deposit are all included as needed.

Tax Plannning

Let us help you minimize your tax burden while making sure to comply with all applicable laws.

IRS / State Representation

We will represent you with issues with IRS and state tax departments for audits, reviews, and negotiations.

Sales Tax Returns Preparation and Filing

We will prepare your monthly, quarterly, or annual sales tax returns for any state in which you need to file.

Payroll - we DO NOT prepare or file payroll returns

While we do not prepare or file any payroll returns, we can introduce you to all the major payroll providers.


Accouting Set-up

We will help you set up your books properly in Quickbooks, Xero, or any other accounting software package. We'll work with you to choose the right version of QuickBooks or any other software for your business, set up a chart of accounts and bank information, and give you training on how to use this powerful business tool.

Accounting Work / Financial Statement Preparation

We will prepare non-audited compilations of your financial statements and do general accounting work.

Quickbooks Consulting

We love QuickBooks and love showing people how to use it. We can help you get your file up to date if it's a little messy, and we can teach you all the tricks of the trade.

Business Planning

Business Formation

We will help you choose the right entity for your new business. We do not believe one size fits all when choosing an entity. We discuss with you the various options including sole proprietorships, LLCs, S-Corps, and C-Corps. Discussion includes:

  • Maximizing flexibility
  • Limiting liability
  • Minimizing taxes
  • Minimizing audit risk

We will prepare and file the papers to start your business, including obtaining an EIN, opening a bank account, setting up your books and records.

Business Package

The Business Package is a suite of business services. It includes an annual tax return for your business, and a personal tax return for one owner. We will also create any 1099-Misc forms for your contractors. Paying one flat fee gives you access to our expertise all year, enabling you to ask your questions and get the answers you need, without incurring expensive hourly charges.

  • Tax Planning
  • Sales and marketing strategies
  • Budgeting and pricing
  • Cash flow management
  • Business model