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TAX PREPARATION
Individual Tax Returns
(Form 1040)
For employees, contractors, investors, or anyone with personal income. Filing correctly ensures you maximize deductions and credits while avoiding IRS issues. A professional helps you uncover tax-saving opportunities and handle complex income sources like investments or rental properties.
For-Profit Business Returns (Forms 1120, 1120-S, 1065, Schedule C)
Corporations, partnerships, S-Corps, and sole proprietors must file business tax returns that go beyond reporting income—they determine owner distributions, payroll compliance, and more. A professional ensures proper entity treatment, accurate deductions, and compliance with both federal and state requirements, so you don’t overpay or miss deadlines.
Not-for-Profit Returns
(Form 990 Series)
Charities, foundations, and other exempt organizations must file annual information returns to maintain tax-exempt status. These filings are detailed and public-facing, making accuracy critical. A professional helps ensure compliance with IRS rules, preserves exempt status, and strengthens donor confidence with clear, accurate reporting.
ACCOUNTING SUBSCRIPTIONS
THE
ESSENTIAL BOOKKEEPER
Setting The Foundation For Success
Designated bookkeeper
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Monthly trial balance
Quarterly virtual reviews
THE
FUNDAMENTAL ACCOUNTANT
Understanding Your Financial Position
Designated bookkeeper
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Designated accountant
Monthly financial reporting
Monthly virtual financial review
Annual budget and forecasting
Budget vs. actual analysis
THE
FRACTIONAL CFO
Enabling Growth and Sustainability
TAX:
Designated tax preparer
Proactive tax planning
Business tax preparation
ACCOUNTING:
Designated accountant
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Monthly financial reporting
Ongoing cash flow monitoring
Ongoing cost control
Quarterly financial strategy and planning
Annual budget and forecasting
Budget vs. actual analysis
Priority support
OTHER SERVICES
CONSULTATION SERVICES
If you have bookkeeping or accounting related questions, tax or entity structure related questions, then this is the option for you.
Ask about our consultation subscription options.
QUICKBOOKS ONLINE (QBO) SERVICES
QBO Setup
Set up company file
Link bank accounts
Set up chart of accounts
QBO Cleanup
If your books have fallen behind and need to be caught up, then this is the option for you.
30 min - 1 hr 30 min
From 80 US dollars
It's okay to mix and match services. They can be tailored to the specific needs of your business.
No two businesses are the same, even if they are in the same industry. We realize that fact and will work with our clients to assemble the best packages for their specific bookkeeping, accounting and tax needs.
Schedule a free call today to see which services are best for you.