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OUR SERVICES

The first step in a successful client relationship is determining if we are a good match. To find out more about how we can assist you, please fill out our short questionnaire.

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The US Tax Code still has a long way to go for true equality. There are a myriad of issues facing our LGBTQIA+ and BIPOC communities. Gendered language, child tax credits for same sex parents, and the disproportionate number of audits of Black and Brown Americans are only a few. We are committed to helping you and and your family navigate our current system as we join you in the fight for equality.
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INCOME TAX

Business, Estate, Trust and Personal.

Our workflow is explained in detail here. 

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PAYROLL

We offer a full payroll service, including paycheck calculations, delivery, tax liability payments, all state and federal filings, and an online reports platform accessible to you and your employees. We charge a flat monthly fee so there are no surprises.

 

SALES TAX

Full service. We calculate, complete the return, and remit payment for you.

You'll get an automated reminder each month to send us the info we need.

 

ENTITY FORMATION & MAINTENANCE

We consult with you and your legal counsel to select the best structure for your business.  We help you fill out and submit the necessary paperwork to keep you compliant.

As your business grows and life changes, we'll be here to guide you in the right direction.

 

TAX PROJECTIONS
No one likes finding out they have a big tax bill, or they withheld too much during the year. We review the upcoming year with you when we do your return so we can help you plan ahead. We are also here year-round for your tax planning needs. Please don’t hesitate to contact us about any changes or concerns you may have as they arise.

AUDIT REPRESENTATION
Audits and tax agency correspondence are an inevitable and unpleasant byproduct of filing tax returns. Income taxes, sales tax, payroll tax, and property taxes are all subject to examination. We are prepared to represent you before all tax agencies. Having a professional on your side is always advisable. Just a few of the many reasons to engage our services:

  • Less stress for you (you don’t even have to meet the auditor!)

  • You don’t have to wonder if the auditor is right or wrong, because often, we are more familiar with tax code than they are!

  • We stick to the issues at hand. There is no risk of us bringing up information that could be misinterpreted by the auditor.​

BOOKKEEPING

You didn't start your business to sort paper, code transactions, and learn about general ledgers. You started your business because you are passionate about what you do. 
Signing up for our bookkeeping service means we do all the super important (kinda boring) paperwork. We balance bank accounts, enter expenses, produce reports you can understand; the list goes on and on.
You can concentrate on what you are best at: actually working and growing your business. 

 

1099 Forms
When payments are made in the course of your trade or business, you must report these on Form 1099-NEC or 1099-MISC. Click here to learn more or set up filing through our office.


BUDGETING
Everyone loves budgets! Haha, just kidding. That's why we’re here to help you make one. Maybe you want some help with your personal finances, maybe you want to mastermind how your business can dominate the market. Either way, we've got you covered.

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FINANCIAL ANALYSIS
This is pretty serious. All those numbers actually mean something, and they can predict the future of your business. It’s our job to extract the data in a meaningful way and share the analysis with you. This empowers you to make informed decisions and your business to thrive.

CFO SERVICE
This is the crème de la crème of our business services. All of our talents combine into an engagement that includes bookkeeping, planning, financial analysis, and even things like managing accounts payable and collecting from your customers. Instead of a single full-time employee, you have a full staff any time you need it. No one calling in sick, no need for vacation or benefit pay, and no payroll taxes or worker’s comp to take away from your bottom line. We charge a flat monthly fee for an agreed upon scope of work so there are no hourly billing surprises. This is a custom engagement designed specifically for your business needs and industry.
(Just a few of our specialties: real estate, restaurants, salons, solopreneurs, and inventory-based businesses.)

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