Services
Four practice areas, one team that knows your file.
Engage us for a single filing or hand over the whole back office. Either way, the same team stays on your account.
Tax Planning & Compliance
Federal, state, and multi-entity returns, planned quarterly rather than assembled the week of the deadline. Includes estimated payment planning, entity-level strategy, and representation if a return is ever questioned.
Audit & Assurance
Financial statement audits, reviews, and compilations prepared to the standard your lenders, investors, or board require. Fieldwork is scheduled well ahead of covenant deadlines.
Business Advisory
Cash flow forecasting, entity structuring, and margin analysis for owners who want numbers they can actually plan around, not just a report after the fact.
Bookkeeping & Payroll
Monthly close, bank and card reconciliations, and payroll processed on schedule — with a clean handoff to your tax team at year-end.
How engagements are scoped.
Fixed fees where the work allows it. No surprise invoices.
Who we work with.
Growing businesses
Past the point where a spreadsheet and a part-time bookkeeper is enough, not yet ready for an in-house controller.
Multi-entity owners
Real estate holdings, multiple LLCs, or a business plus a side practice that all need to reconcile at year-end.
Individuals with complexity
Equity compensation, multi-state income, or filings that don't fit neatly into standard tax software.
Tell us what you need handled.
A first conversation is free and takes about thirty minutes.
Book a consultation