Our Small Business Services

Compliance

Taxes: Personal, Fiduciary, Non-Profit, and Corporate
Knowledgeable Local Sales Tax, VAT
Legally Required Corporate Documentation

Individual Tax Returns start at $500

Business/ Other Tax Returns start out at $1500

Management

Bookkeeping: Manage daily transactions, Reconciliations, QBO Setup and Data Entry
Planning: Reporting and advice to support growth and expense reduction

Advisory

Reporting: Help directors make informed decisions
Capital Fundraising: Advice on seeking equity to help grow your business
End of Year Analysis: For Investment/Retirement Contributions

Retirement Tax Planning

IRA, Roth IRA, 401K - Tax Consulting and Calculating
Social Security
Medicare / Medicaid
IRMAA

Whether you're already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning and tax strategies.

Business Formations

LLC - Limited Liability Company
DBA - Doing Business As
INC - Corporations (S or C Corp)

We can help explain and advise on the differences between an LLC, DBA, and a Corporation. Help guide you through which would benefit you best. When you’re ready to take the leap, we’ll jump right in with you and help you get started!

Welcome

Tax Preparation, Tax Planning, Retirement Tax Planning, and Bookkeeping

Our Small Business Services

Compliance

Management

Advisory

Retirement Tax Planning

Business Formations

Serving Our Community

Our Partners

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Welcome

Tax Preparation, Tax Planning, Retirement Tax Planning, and Bookkeeping

Our Small Business Services

Compliance

Management

Advisory

Retirement Tax Planning

Business Formations

Serving Our Community

Our Partners

Social

Subscribe