What we do
Every service your finances actually need.
From individual returns to international filings, we cover the full range of tax preparation, bookkeeping, and advisory work — flat-fee, remote, and built around you.
Individual Tax Returns
Accurate, strategic tax preparation for individuals, families, and high-income earners.
Learn more →Tax Planning & Preparation
Year-round tax planning and preparation to minimize your liability and help you keep more of what you earn.
Learn more →Small Business Tax
Comprehensive tax services for LLCs, corporations, partnerships, and sole proprietors.
Learn more →Real Estate Tax
Specialized tax solutions for real estate investors and property owners, including 1031 exchanges and cost segregation.
Learn more →IRS Representation
We handle audits, notices, collections, and appeals — so you don't have to face the IRS alone.
Learn more →Bookkeeping
Clean, accurate books maintained monthly to support smarter tax planning and business decisions.
Learn more →Non-Profit & Exempt Org Returns
Form 990 preparation and compliance support for non-profits and exempt organizations.
Learn more →Trust & Estate Returns
Form 1041 preparation for trusts and estates, including fiduciary income tax planning.
Learn more →Payroll Services
Payroll processing, filings, and compliance so your team gets paid accurately and on time.
Learn more →Entity Formation & Business Setup
LLC and S-Corp formation, EIN registration, and entity structuring to start your business right.
Learn more →Sales & Use Tax Filing
Multi-state sales and use tax registration, filing, and compliance for business clients.
Learn more →Multi-State & Nonresident Returns
Tax preparation for clients with income, residency, or business activity across multiple states.
Learn more →QuickBooks Setup, Cleanup & Training
One-time QuickBooks setup, historical cleanup, and hands-on training for your team.
Learn more →Fractional CFO & Advisory
Strategic financial guidance, forecasting, and advisory support without a full-time CFO.
Learn more →International Tax & Foreign Reporting
FBAR, Form 5471, Form 8858, 1040NR, and other international tax and foreign reporting filings for individuals and businesses with cross-border activity.
Learn more →Not sure which service you need?
Book a free 15-minute intro call and we'll help you figure out exactly what applies to your situation.
Let's talk →