OUR SERVICES
SMART SERVICES FOR
GROWING BUSINESS AND REAL PEOPLE
We provide tax prep, bookkeeping, business advisory, and IRS help for individuals, families, and small businesses. Whether you're just starting out or need better support, we make your finances clearer and easier to manage.
Monthly Bookkeeping
Stay on top of your numbers with stress-free, accurate bookkeeping tailored to your business. Our monthly packages include reconciliations, reports, and insights—so you always know where you stand.
Tax Strategy and Preparation
We go beyond filing—we help you plan ahead. Whether you're a business owner, landlord, or family, we make sure you're minimizing taxes and staying compliant year-round.
New Business Consulting
​
Starting a business? We’ll set you up the right way from day one. From entity formation to tax setup and bookkeeping systems, we build your financial foundation for success.
IRS Audit & Representation
Letters from the IRS? We’ve got it. As Enrolled Agents, we’re licensed to represent you directly and fight for the best resolution—so you don’t have to face it alone.
Individual and Family Tax Preparation
Simple, stress-free tax filing for everyday life. Whether you're single, married, or raising a family, we make sure you get every credit and deduction you deserve.
Bookkeeping Clean up
​
Whether you’re starting fresh or fixing a mess, we’ll get your QuickBooks running clean and smooth. Training included if you want to take the wheel—or we’ll handle it for you.