Our services
Support for the numbers behind your life and business.
Professional tax and bookkeeping services with a personalized, understandable approach.
01 · Individual Tax Services
Individual Tax Preparation
Tax support for everyday life, changing income and the details that matter to your return.
- W-2 tax returns
- Dependents and family returns
- Common tax credits
- Itemized deductions
- 1099 income
- Self-employed/Schedule C returns
- Rental income
- Multiple income sources
- Prior-year tax returns
- Amended returns
- Additional state returns
Individual return
Organized information. Clear next steps.
Business tax
Support that respects the complexity of your business.
02 · Business Tax Services
Small Business Tax Preparation
Tax preparation and reporting support for small-business structures and business activity.
- Sole proprietor/Schedule C returns
- Small business tax preparation
- Multi-member LLC/partnership returns
- S-corporation tax preparation
- Business-related tax reporting
- Business income and expense reporting
03 · Bookkeeping Services
Bookkeeping That Keeps You Organized
Build a clearer picture of your business with organized records and financial reporting support.
- Basic bookkeeping
- Transaction categorization
- Income and expense tracking
- Bank reconciliation
- Credit-card reconciliation
- Monthly bookkeeping
- Monthly financial reports
- Profit and Loss reports
- Balance Sheet reports when applicable
- Catch-up bookkeeping
- Cleanup bookkeeping
- Prior-period organization
- Small-business bookkeeping
- Financial organization
- Financial reporting when applicable
Bookkeeping
Know what is happening in your books.
Not sure which service fits?
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