Your
All-In-One FINANCE Partner

No more last-minute panic. Clean prep from basic to complex (multi-state, itemized, investments), with clear pricing and on-time filing—year-round.

• Basic 1040 + W-2 (no dependents)

• 1040 + W-2 (with dependents)

• 1040 + W-2 + Schedule C/E/F

• 1040 + W-2 + Schedule C/E/F (with dependents)

• Complex 1040 (itemized deductions, investments, etc.) — no dependents / with dependents

• Complex 1040 – Schedule C

• 1040 + Schedule C/E/F (no W-2) — with and without dependents

• Amended Individual Tax Return

• Prior-year returns (add-on)

• State return filing (add-on)

• Disorganized / incomplete files (prep add-on)

• ITIN renewal (add-on)

How we work: secure client portal + mobile app, clear checklists, and fast turnaround—online or in-office.

Entity returns without the headache.

• C-Corporation (Form 1120) – federal return prep

• S-Corporation (Form 1120-S) – includes shareholder K-1s

• Partnership (Form 1065) – includes partner K-1s

• Nonprofit (Form 990) – exempt organization returns

• Franchise / Multi-State filings – per-state add-ons

• Business state filings (as required)

From messy to management-ready.

• Monthly / Quarterly / Annual bookkeeping

• Complex books for multi-stream or higher-volume operations

• Reconciliations & clean-ups (catch-up work)

• Customized financial reporting (see below)

Numbers you’ll actually use.

• P&L, Balance Sheet, Cash-Flow reports (plain-English)

• KPI snapshots tailored to your business model

• Lender-ready packages for banks and credit applications

• Board / stakeholder summaries and month-end packets

Start right, grow right.

• LLC/EIN setup and state filings

• Entity selection guidance (LLC vs. S-Corp vs. C-Corp)

• Registered agent guidance and basic compliance roadmap

• Operating agreements / resolutions (as applicable)

Plan ahead. Protect always.

• Year-round tax planning

• On-time extension filing

• Notices & responses (IRS/State)

• Representation for audits

• Payment plans / penalty relief support

Make it right—fast.

• Amended returns (individual & business)

• Balance resolution and penalty abatement support

• Correspondence and documentation preparation

Set it up once—use it every day.

• Company file setup & chart of accounts tailored to your industry

• Bank feed rules & workflow automations

• One-on-one or team training (best practices, monthly close checklist)

Sign. Stamp. Done.

• In-office or Remote Online Notarization (RON) where permitted

• Mobile / on-site by appointment

• Acknowledgments, jurats, oaths, copy certifications

• Business & finance docs: operating agreements, resolutions, banking & vendor credit forms

• Secure client portal + app for upload, scheduling, and retrieval

Be lender-ready, not lender-lucky.

• D-U-N-S creation/verification

• Vendor tier strategy (starter → reporting vendors)

• Business credit reporting setup/monitoring

• Lender-ready profile & documentation checklist