Individual and business preparation plus proactive planning — engaged at a general level, with anything situation-specific scoped in a consult.
Personal returns from straightforward 1040s to complex situations - investments, rental property, equity comp, multiple states, or a major life change - prepared and e-filed by the team.
Every structure - Schedule C, partnership, S-corp, C-corp - coordinated with the owners' personal returns so distributions, K-1s, and owner pay all line up.
The proactive side: the year ahead, not just the one that passed - estimated payments, retirement and timing moves, deductions and credits, worked year-round rather than in April.
Sole prop, LLC, S-corp, or C-corp - the choice shapes how you're taxed and how you pay yourself. The team walks the tradeoffs and handles the elections and filings.
State-and-local filings that arise when income, employees, or a business touch more than one state - the spot where DIY returns often break. The team sorts out where you owe.
Fiduciary returns, gift-tax filings, and the tax side of an inheritance or estate plan, often coordinated with your attorney or financial advisor.
Notices, audits, back or unfiled returns, liens and levies, and payment arrangements - the team responds to the IRS or state and can represent you. Bring the letter to a consult.
Late, unfiled, and amended returns - getting you caught up, fixing prior-year mistakes, and reconciling with the IRS or state. A common situation, handled without judgment.
US tax for Americans living and working abroad — its own discipline, with its own forms and its own calendar.
US citizens and green-card holders file on worldwide income wherever they live — but between the foreign earned income exclusion (Form 2555) and the foreign tax credit (Form 1116), most expats end up owing little or nothing. Handled entirely remotely, on the expat calendar (automatic extension to June 15).
The FBAR goes to FinCEN — not the IRS — once all your foreign accounts combined top $10,000 at any point in the year. FATCA (Form 8938) adds its own reporting on the return itself. Both handled alongside the return so nothing gets missed.
Many Americans abroad never knew they had to keep filing — it's one of the most common expat situations. The streamlined procedures catch you up with three years of returns and six years of FBARs, penalties waived under the foreign track. Handled without judgment.
Some states don't let go until you've genuinely cut ties, and self-employment tax generally still applies even when the exclusion shelters your income tax. Worth sorting out before the move, not after.
Clean, current books and statements you can actually read — full-service or alongside your in-house person.
Books kept current and accurate - transactions recorded, accounts reconciled, payables and receivables managed. Hand over the whole function or just the parts you'd rather not do.
Profit and loss, balance sheet, and cash flow - monthly, quarterly, or annually - plus help reading what the numbers say about margins, cash, and where the business is heading.
Compiled financial statements for businesses whose lenders, investors, or partners need them. Scope and timing are set in a consult.
Forecasting what's coming in and going out so the business isn't caught short, with the cash picture tied back to the books and the tax plan.
Setup, cleanup, and support for QuickBooks and similar cloud tools - the chart of accounts right, the feeds connected, and your staff trained.
Months of unreconciled accounts or a messy chart of accounts, sorted out and moved onto a clean monthly rhythm.
Payroll run and payroll taxes kept compliant — directly or through Gusto, ADP, or Paychex.
Pay calculated, direct deposit managed, employees and contractors tracked - run directly or through the payroll platform that fits the business.
Withholding, deposits, and the quarterly and annual payroll-tax filings kept compliant, so the business stays in good standing with the IRS and state.
Year-end W-2s for employees and 1099s for contractors, prepared and filed on time.
Hiring your first employee? Payroll set up right from the start - registrations, withholding, and the filing calendar - compliant from day one.
CFO-level guidance as you grow — the higher-level help that builds on clean books and good planning.
CFO-level financial leadership without a full-time hire - budgeting and forecasting, cash and margin strategy, KPI tracking, and a seat at the table for the big decisions.
Forward-looking budgets and forecasts that turn clean books into a plan - what's coming, what it costs, and what the numbers say to do about it.
Getting a new business off the ground - entity formation and registration, the right structure, books and payroll set up, and the tax calendar in place.
Advice on real decisions - cost reduction, profitability, valuations, and the financial side of buying, selling, or restructuring - grounded in your actual numbers.
Not sure where to start? Scope your engagement in three taps — our estimator sketches the likely services, a fee range, and what to have ready for a first call.