Tax preparation, planning, and accounting for US businesses and individuals. We work with clients for years, not seasons. Quiet, methodical, and honest about what changes year over year.
Most clients use more than one of these. Bookkeeping informs tax planning. Tax planning informs entity structure. We coordinate the work so nothing falls through the gaps between specialists.
Federal and state returns for businesses (S-Corp, C-Corp, partnership, LLC) and individuals with complex situations. Filed on time, double-reviewed, defended if questioned.
Forward-looking work, not just filing. We model the tax impact of decisions you are considering and identify positions to take before year-end, not after.
Monthly or quarterly bookkeeping done right. Reconciled accounts, accurate categorization, clean books that make every other decision easier. QuickBooks, Xero, or your existing stack.
Financial statements that mean something. Cash-flow planning. Owner-comp strategy. Year-end close. The questions that come up between filings, answered by someone who already knows your books.
New entity formation, restructuring, conversions, dissolutions. Coordinated with legal counsel where needed. Done with the tax and accounting consequences in mind from the start.
Audits, notices, payment plans, amended returns. If the IRS or a state revenue agency writes, we write back. Existing clients only.
The work looks different for each, but the relationship is the same: we want to know your business well enough to give real answers, not generic ones.
Owner-operated companies doing $500K to $50M in revenue. Service firms, professional practices, real estate operators, family-owned businesses. Often the bookkeeper inside the company is good but stretched, and the prior CPA only showed up in April.
Law firms, medical practices, agencies, consultancies. Partnership structures, owner draws, retirement plan questions, billable-hour bookkeeping. We have seen the same problems before.
Business owners, real estate investors, executives with equity comp, families with trust or estate work in motion. The return is the smaller piece of the engagement. The planning around it is where the value lives.
No layers between you and the people doing the work. The partner on your engagement is the partner you signed with. The work is done in-house. Your information stays inside this firm.
A real conversation about what you actually need this year, what you struggled with last year, and what you wish someone had told you.
We collect prior returns, books, organizational documents, and authorizations. We tell you what is missing before tax season, not during.
Quarterly check-ins, mid-year tax planning, and a phone you can call when something changes. The relationship is not seasonal.
Returns prepared, reviewed by a second partner, filed on time. Notes on what to do differently next year delivered with the final copy.
Tell us a little about your business or your return and we will route you to the right partner. Same-day reply during business hours, next business day otherwise.