Tax Compliance

  • Individual tax returns

  • Business tax returns (LLC, S Corp, Partnership, C Corp)

  • Multi-state filings

  • Trust & estate returns

Tax Planning & Advisory

  • Year-round tax planning

  • Entity structure optimization

  • Estimated tax projections

  • Compensation planning (W-2 vs distributions)

  • Retirement & exit planning support

  • Major transaction guidance (asset sales, buy/sell, expansions)

Bookkeeping & CFO

  • Monthly reconciliations

  • Financial statements

  • Payroll coordination

  • Cleanup / catch-up bookkeeping

  • Budgeting & KPI tracking

  • Strategic planning support

  • Advisory meetings (monthly or quarterly)