Individual Tax Prep

Taxes are our bread and butter. Our firm is composed of a CPA and an EA, both highly credentialed tax experts required to get many hours of continuing education each year, so you can be confident you’re getting the best service possible.

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Business Tax Prep

Our firm prepares all types of business tax returns including Partnerships (LLCs), S Corps, C Corps, and Non-Profits.

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Prior Year Returns

We can prepare overdue returns even if they’re from several years ago. Remember, the IRS can go back an unlimited number of years for unfiled returns and even if you are not under audit now.

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Quarterly and Annual Reports

All employers need to file quarterly payroll reports with IRS and their state, as do sole owners of S-corporations. We can take care of preparing these forms on your behalf, leaving you with more time to focus on running your business instead of sweating deadlines

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QuickBooks Set-Up

We’ll work with you to determine what factors are important for tracking and implement the best system for your business. Whether you’re a brand new business just getting started or a growing company that’s ready to move away from spreadsheets and manual tracking, we can help.

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Bookkeeping Clean-Up

As certified advisors for both QuickBooks and Xero, we can get your records back on track. We have experience using the tools within the software (some of which are only offered to accountants) to efficiently find underlying errors and recategorize transactions to the appropriate places.

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Ongoing Bookkeeping

If you’re busy running a business, you’ve got better things to do than categorize transactions. We’ll take the hassle out of keeping track of your books by entering your monthly transactions (checks, credit card expenses, deposits, etc.) for you.

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Realtime Payroll

Using our payroll services can be a cost effective solution for small businesses. Simply provide us your employees’ hours and we’ll calculate the taxes to withhold, any additional deductions, & provide you with professional paystubs.

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Cryptocurrency Taxes

Using our payroll services can be a cost effective solution for small businesses. Simply provide us your employees’ hours and we’ll calculate the taxes to withhold, any additional deductions, & provide you with professional paystubs.

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New Business Formation

Starting a business is tough! There are many steps involved, especially if you’re going to be selling a product or will have employees. We can help guide you on important items.

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Unlimited Questions Pkg

If your business is small and you’re not ready for a whole suite of services, that’s OK. Companies of all sizes still run up against things they have questions on every day so we offer a flat rate service where you can email us with those questions and we’ll give you answers specifically tailored for your situation.

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Interested in Learning More?

We’d love to answer your questions about our tax, bookkeeping, payroll, and consulting services…

So thankful to have found a truly knowledgeable tax professional. I’ve received a lot of bad advice over the years and Irene has helped me so much!

Mikaela S.

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