ACCOUNTING
Monthly Financial Accounting
Stay on top of your finances with daily transaction tracking and monthly financial reports. We’ll handle the day-to-day bookkeeping so you can focus on running your business, while providing clear monthly insights into your performance.
Legal Accounting + Monthly Reports
Designed specifically for law firms, this service includes daily bookkeeping tailored to trust accounting requirements and compliance standards, plus professional monthly financial reporting and three-way reconciliation.
Chart of Accounts Setup
A well-organized chart of accounts is the foundation of accurate financial reporting. We’ll create or restructure yours to ensure it aligns with your business type, making your reports cleaner and clearer.
Virtual Business Assistant
Get reliable virtual support for your day-to-day tasks—appointment scheduling, email organization, document prep, and more—so you can stay focused on high-level strategy while we handle the busy work.
Quarterly Financial Accounting
Get daily accounting support to keep your books organized, with detailed financial statements delivered every quarter. A great fit for businesses looking to stay compliant and informed without the need for monthly reporting.
Catch-Up Accounting
Behind on your books? We specialize in cleaning up and organizing past financial data — whether it's a few months or a few years. We'll get your records accurate, compliant, and up to date, fast.
Accounts Payable Management
Let us manage your bills from receipt to payment. We handle invoice tracking, approvals, and payments so you stay on schedule and never miss a due date.
TAX SERVICES
Business Income & Franchise Tax
We simplify the complexities of state and federal income taxes, as well as franchise tax requirements, so you can focus on running your business. Our team provides precise calculations, timely filings, and proactive strategies designed to minimize tax liabilities and safeguard your profits – all while keeping you fully compliant.
1099 Filing & Distribution
We handle every step of your 1099 reporting—accurately preparing, filing, and distributing forms to contractors and the IRS on time. Our meticulous process minimizes errors and penalties, keeping your business compliant and your records organized so you can focus on running your company with confidence.
Amended Tax Returns
If mistakes, missed deductions, or changes in your financial situation affect a prior year’s tax filing, we’ll review your returns and prepare accurate amendments to correct them. Our experts handle the paperwork, communicate with the IRS if needed, and work to recover any overpaid taxes or resolve outstanding issues—giving you peace of mind and potential savings.
Business Property Renditions
We manage the preparation and filing of your business property renditions to ensure accurate reporting of assets and compliance with local tax authorities. Our team reviews your property records, identifies opportunities to minimize assessments, and files on time to help you avoid penalties—keeping your business in good standing and your tax obligations optimized.
Strategic Tax Planning
Our experts develop customized tax strategies designed to minimize your liabilities and maximize your savings year-round. By analyzing your unique financial situation, business structure, and long-term goals, we proactively identify opportunities, implement tax-efficient strategies, and ensure you stay ahead of changing regulations.
Individual, Estate & Trust Tax Filing
We deliver strategic, detail-oriented tax preparation for individuals, estates and trusts, ensuring compliance with evolving tax laws while maximizing every available deduction and credit. From complex investments, and multi-state filings to trust compliance and reporting, we offer personalized guidance that protects your wealth and gives you confidence in your financial future.
Quarterly Tax Projections & Tax Payments
We proactively estimate and monitor your quarterly projections throughout the year to help plan for and make quarterly estimated tax payments to help you avoid penalties and unexpected surprises. Our comprehensive meetings to discuss planning opportunities two times a year ensure you are aware of tax positions available for maximum savings before the year ends and the books are closed.
State Tax Exemption Filing
We guide businesses and organizations through the complex process of applying for and maintaining state tax-exempt status. From preparing accurate documentation to ensuring ongoing compliance with state regulations, our team streamlines the filing process so you can focus on your mission while minimizing tax burdens.
Sales Tax Filing & Reporting
We handle the complete sales tax process for your business - accurately calculating, filing, and remitting payments to keep you fully compliant with state and local requirements. Our proactive approach ensures deadlines are met, errors are avoided, and your records remain audit-ready, freeing you to focus on growing your business without tax worries.
Trust & Estate Tax Services
We provide expert guidance in preparing and filing trust and estate tax returns, ensuring compliance with complex regulations while protecting the value of your assets. Our team works closely with you and your advisors to develop strategies that minimize tax burdens, streamline administration, and safeguard wealth for future generations.
ADVISORY
Profit Visibility Program
Our Show Me The Profit® Program gives you real-time insight into your firm’s financial performance so you can make smarter, evidence-based decisions faster. By combining detailed reporting, cash flow analysis, and proactive advisory guidance, we help you identify profit opportunities, prevent costly surprises, and stay consistently in the “green zone” of sustainable growth.
S-Corp Reasonable Compensation Report
Our S-Corp Reasonable Compensation Report ensures your shareholder salaries are both IRS-compliant and strategically optimized. We analyze industry averages, market placement, competency, and time spent on all the tasks you perform in your business and what it would take to hire someone to do those tasks to recommend a “reasonable compensation” structure that minimizes risk while maximizing tax efficiency.
Personal Financial Statements
We prepare comprehensive personal financial statements that give you a clear, organized picture of your overall financial health. Whether you’re applying for financing, planning investments, or managing estate and trust matters, our accurate, professional statements provide the insight and credibility you need to make informed decisions with confidence.
Strategic Tax Planning
Our Strategic Tax Planning service goes beyond routine compliance to position your business for long-term financial success. We analyze your unique goals, business structure, and cash flow to identify proactive strategies that maximize savings, and align with your growth objectives.
Management Reporting
Our Management Reporting service transforms raw financial data into clear, actionable insights that drive smarter business decisions. We deliver customized reports on key performance metrics, cash flow, and profitability trends, giving you the visibility and confidence to steer your company toward sustainable growth.
ENTITY MANAGEMENT
Entity Formation
We guide you through every step of forming your business, helping you choose the right structure—LLC, S-Corp, Partnership, or Corporation—to align with your goals and maximize tax efficiency. Our team prepares and files all necessary documentation, ensures compliance with state regulations, and sets up a solid financial foundation so you can launch your business with confidence.
Entity Termination
When it’s time to close your business, we manage the entire entity termination process with accuracy and care. From preparing and filing dissolution documents to ensuring all tax and compliance obligations are met, our team streamlines the process to protect your legal standing and give you peace of mind.
Registered Agent Services
Our Registered Agent Services ensure your business stays compliant by securely handling official state and legal correspondence on your behalf. We provide a reliable point of contact for service of process, regulatory notices, and tax documents—protecting your privacy, maintaining good standing, and giving you peace of mind to focus on running your business.
Certificate of Amendment
When your business information changes—such as your company name, ownership structure, or other key details—we prepare and file your Certificate of Amendment accurately and efficiently. Our team ensures all state records are updated, compliance requirements are met, and your business remains in good standing, so you can focus on running and growing your company.
S-Corp Election Filing
We assist business owners in filing IRS Form 2553 to elect S corporation status — enabling pass-through taxation so profits, losses, deductions, and credits flow directly to shareholders instead of being taxed at the corporate level. By helping you assess eligibility, determine “reasonable compensation,” and complete all required filings correctly, we create a tax strategy that reduces self-employment taxes that enhances overall savings.
Entity Reinstatement
If your business has fallen out of good standing with the state, our Entity Reinstatement service gets you back on track quickly and compliantly. We handle all required filings, fees, and documentation to restore your company’s active status, protect your legal standing, and minimize disruption—so you can refocus on running and growing your business.
Foreign Entity Registration
When expanding your business into a new state, we handle the foreign entity registration process from start to finish. Our team prepares and files the required documents, manages state compliance, and ensures your company is authorized to operate seamlessly across jurisdictions—helping you grow with confidence while avoiding costly penalties.
Update Registered Agent
When it’s time to change your registered agent, we handle every step to ensure a smooth, compliant transition. Our team files the necessary paperwork, updates state records, and confirms your business remains in good standing—saving you time, preventing penalties, and keeping you correspondence from the state being delivered to the proper address.
DBA Filing
If you’re operating under a name different from your legal business name, our DBA Filing service makes the process simple and compliant. We prepare and submit all necessary paperwork to register your “Doing Business As” name, ensuring your branding is protected, your records are accurate, and your business remains in good standing with state and local authorities.
Nonprofit Formation
We guide you through every step of establishing a nonprofit organization, ensuring your mission is supported by a strong legal and financial foundation. From drafting and filing incorporation documents to obtaining tax-exempt status and setting up compliance procedures, our team streamlines the process so you can focus on making an impact in your community.
IRS TAX RESOLUTION
Resolution Analysis
Our Resolution Analysis service provides a clear, strategic assessment of your current situation with the IRS. We thoroughly review your notices, filings, and financial position to identify the best path forward—whether that’s negotiating a settlement, arranging a payment plan, or pursuing another resolution option.
Installment Agreements
When paying your full IRS tax balance upfront isn’t possible, our Installment Agreement service helps you secure a manageable payment plan. We evaluate your financial situation, communicate with the IRS, and handle the paperwork that will stop enforcement letters so you can regain financial peace of mind without added stress.
Tax Court Filing
When disputes with the IRS escalate, our Tax Court Filing service ensures your case is filled in the tax court so we can work with a representative directly to handle your case before it goes in front of the tax court. If agreement can’t be reached, we gather supporting documentation, and coordinate with your trusted legal professionals to protect your rights and pursue the best possible outcome—giving you confidence and control throughout the process.
Offer in Compromise
If you owe more in taxes than you can reasonably pay, our Offer in Compromise service can help you settle your IRS debt for less than the full amount owed. We assess your eligibility, prepare and submit the required documentation, and negotiate directly with the IRS on your behalf—giving you the best chance to reduce your tax burden and regain financial stability.
Penalty Abatement Requests
If unexpected penalties have increased your IRS tax debt, our Penalty Abatement Request service can help reduce or remove those charges. We review your situation, prepare a compelling case demonstrating reasonable cause, and advocate directly with the IRS on your behalf—working to lower your liability and ease your financial burden.
LITIGATION SUPPORT
Forensic Accounting
Our forensic accounting services uncover, analyze, and interpret complex financial data to provide clarity in legal disputes. We investigate irregularities, trace assets, and prepare detailed reports that stand up in court, ensuring attorneys and clients have the credible evidence needed to support their case.
Certified Fraud Examiner Reports
Our Certified Fraud Examiner (CFE) Reports provide in-depth analysis and documentation of suspected fraud and financial irregularities, or asset misappropriation. Each report is meticulously prepared to meet legal standards, offering attorneys and clients clear, defensible evidence for use in court or settlement negotiations.
Certified Fraud Examination
Our Certified Fraud Examiners investigate financial misconduct with precision, uncovering fraudulent activity, and irregular transactions. We deliver thorough analyses, clear documentation, and expert testimony to support attorneys and clients in building strong cases.