Services
Tax, accounting, and advisory, considered together.
Support can begin with day-to-day accounting and payroll, proactive tax work, a tax problem, or a business decision. The work is shaped around what the situation requires and how the pieces affect one another.
Accounting & Bookkeeping
For organizations that need current records, dependable reporting, and an accounting process they can use.
Discuss accounting needs-
Small Business Accounting
Ongoing bookkeeping and reporting for businesses that need dependable accounting support without adding a full-time accounting position.
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Monthly Operating Statements
A monthly read on where you stand, early enough to act on problems and opportunities.
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Bank Reconciliations
Monthly reconciliation to identify charges, errors, and discrepancies early and keep cash balances accurate.
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Payroll Registers
Accurate, on-time payroll records maintained as part of your regular bookkeeping cycle.
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Audit Trail
Organized transaction records that support audits and make account activity easy to trace.
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Balance Sheet
A clear statement of what you own and what you owe, kept current alongside your monthly financials.
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Financial Graphs
Clear charts that make trends and changes in key financial measures easier to review.
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Budgets
Practical budgets based on historical results and current operating plans.
Payroll Processing & Compliance
Flexible payroll support that keeps employees paid, filings current, and records ready for the rest of the accounting process.
Discuss payroll needs-
Comprehensive Payroll Processing
Payroll checks or direct deposit, payroll registers, deductions, paid-time-off tracking, and recurring reports handled as one coordinated process.
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After-the-Fact Payroll
Payroll records reconstructed and posted from checks already issued, with liabilities and reporting brought into the accounting records.
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Online Payroll
Secure online access for businesses that want a convenient way to enter payroll information, review results, and manage each pay cycle.
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Filings, Reports & Payroll Compliance
Federal and state filings, EFTPS payments, W-2, W-3, and 1099 reporting, new-hire reporting, agency registrations, and support for workers' compensation, unemployment, Social Security, and child-support audits.
Tax Planning & Preparation
Year-round planning and careful preparation for individuals and businesses, with decisions considered before filing season whenever possible.
Discuss a tax matter-
Proactive Tax Planning
Year-round planning to identify opportunities, anticipate liabilities, and make informed decisions before filing season.
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Tax Return Preparation
Careful, accurate preparation for individuals and businesses, with every question answered as it affects your broader finances.
Tax Resolution & Representation
Direct, organized support when an IRS or state tax matter needs investigation, communication, and a practical path toward resolution.
Discuss a tax problem-
IRS Notices & Correspondence
Review of the notice, the underlying return, and available records, followed by a clear response and communication with the agency.
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IRS Audit Representation
Representation and communication with the IRS from the initial request for information through the conclusion of the examination.
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Unfiled or Incorrect Returns
Help reconstructing records, preparing delinquent returns, and amending prior filings when information was incomplete or reported incorrectly.
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Payment & Collection Issues
Review of balances, notices, and collection activity, with assistance evaluating available payment or resolution options based on the facts.
Business Advisory & Consulting
For formation, controls, financing, organization, and other decisions that benefit from financial context.
Discuss a business decision-
Business Formation
Entity selection and setup with the tax implications of each structure considered before formation.
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Business Planning
Practical business plans supported by realistic financial assumptions and operating data.
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Consulting Services
General business consulting, customized to your industry and the decision at hand.
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Internal Controls Review
Review of cash handling, approvals, separation of duties, and other core processes, with recommendations for stronger controls.
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Organizational Consulting
Structure, roles, and reporting lines that fit how your business actually operates.
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Diagnostic Review
A broad review of books and processes to identify issues and opportunities for improvement.
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Banking Relationships
Lender-ready financials and support during credit applications and banking discussions.
Financial Planning
Planning around compensation, distributions, retirement, and succession or exit for individuals and business owners.
Discuss planning needs-
Personal Financial Planning
A financial plan that connects your tax picture, savings, and goals into one coherent strategy.
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Financial Planning for Business Owners
Planning for compensation, distributions, retirement, and succession or exit.
Trust & Estate Services
Fiduciary tax, accounting, and reporting for trusts and estates, coordinated with the family’s attorney and advisors.
Discuss a trust or estate matter-
Fiduciary Income Tax Returns
Preparation of federal and state fiduciary income tax returns (Form 1041) for trusts and estates, including beneficiary Schedule K-1s.
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Estate & Trust Accounting
Accounting and reporting for the assets, income, distributions, and activity a fiduciary is responsible for tracking.
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Executor & Trustee Support
Practical help for executors and trustees in meeting recordkeeping, reporting, and filing responsibilities.
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Beneficiary Reporting
Clear Schedule K-1 reporting so beneficiaries can meet their own filing obligations.
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Coordination with Counsel
We work alongside your attorney and financial advisors so the tax and accounting work aligns with the estate plan and legal documents.
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Planning Considerations
Tax planning that connects trust and estate decisions to the broader family and individual tax picture.
Assurance & Specialized Services
Selected engagements where financial analysis, reporting, research, or specialized support is required.
Ask about a specialized engagement-
Reviewed or Audited Financial Statements
Financial statements with the level of assurance your lenders, investors, or board require.
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Not-For-Profit Organizations
Accounting, reporting, and compliance support tailored to not-for-profit organizations.
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Litigation Support
Financial analysis and supporting documentation for counsel and dispute resolution.
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Business Valuations
Valuation analysis for sales, buy-ins, divorce matters, estates, and other business needs.
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Information Technology Services
Practical guidance on the accounting systems and technology that keep your financial data reliable.
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Research Services
Research on tax positions, accounting treatment, and regulatory requirements.
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Executive Searches
Help identifying and vetting the financial talent your organization needs.
Not sure which service you need?
Describe the issue in plain terms. We can help identify the right starting point.