CPA Services
We provide clear, dependable accounting services designed for individuals and small business owners. Every engagement starts with a consultation to understand your needs.
Tax Preparation and Filing
Complete tax services for individuals and small businesses
- Individual returns: Form 1040 and state returns
- Small business returns: Schedule C, Form 1065, Form 1120-S
- Extensions and quarterly estimated taxes
- IRS letters and notices review
Bookkeeping and Monthly Close
Professional bookkeeping services to keep your finances organized
- Bank and credit card reconciliation
- Chart of accounts aligned to your industry
- Month-end close checklist
- Financial statements delivery: P&L, Balance Sheet, Cash Flow
- QuickBooks Online or Xero setup and cleanup
Payroll and Compliance
Streamlined payroll processing and compliance management
- Payroll onboarding via Gusto or ADP
- Payroll tax filings, W-2, 1099 prep and e-file
- State unemployment registrations
Sales and Use Tax
Multi-state sales tax compliance for growing businesses
- Nexus assessment for multi-state eCommerce
- Registrations and recurring filings
Entity and Advisory Services
Strategic guidance for business growth and optimization
- Entity selection guidance
- S-Corp election timing
- Basic budgeting and cash flow guidance
- Year-end tax planning
Transparent Pricing
We provide clear quotes after a 15-minute consultation to understand your specific needs.
Book a Consultation