Comprehensive accounting and tax services.

Effective tax planning is a year-round discipline. We identify every legal opportunity available to you and apply it deliberately.

• Legally reduce your tax burdenIdentify deductions, credits, retirement strategies and timing opportunities you may be missing.
• Choose the right business structureWe compare how a sole proprietorship, LLC, S-Corp or C-Corp would affect your taxes, liability and growth.
• Quarterly estimated taxesKnow what to set aside and when, avoiding surprises at filing time.
• Year-end planningAct on tax-saving opportunities before December 31, while they still apply.

We act as your accounting department, handling day-to-day transactions through month-end close and year-end, so you have expert support without in-house overhead.

• Complete day-to-day accountingTransaction recording, reconciliations, accounts payable and receivable.
• Month-end and year-end closeAccurate books closed on schedule, every period.
• Payroll and tax coordinationPayroll, sales tax and income tax filings managed together.
• A dedicated advisorOne point of contact who knows your business, with reports delivered on modern cloud platforms.

Accurate, timely returns, prepared carefully and reviewed before filing.

• Business returnsSole proprietorships, partnerships, LLCs, S-Corps and C-Corps.
• Individual returnsIncluding owners with self-employment, rental or investment income.
• Extensions and amended returnsFile late returns, correct prior filings and restore compliance.
• Tax notice supportWe help you understand and respond to letters from tax agencies.

Accurate, reconciled records every month: the foundation of sound financial decisions.

• Monthly reconciliationBank, credit card and loan accounts matched and categorized correctly.
• Catch-up and clean-upWe bring past-due records current and keep them accurate going forward.
• Accounts payable and receivableKnow who you owe and who owes you.
• Software setupWe configure or reorganize your accounting software so it supports your business.

Accurate, on-time payroll, with all related tax obligations managed for you.

• Payroll processingRegular pay runs, direct deposit and pay stubs.
• Payroll tax filingsWithholding, deposits and quarterly and annual filings.
• Year-end formsW-2s and 1099s prepared and filed.
• New hire setupOnboarding paperwork and contractor vs. employee guidance.

Accurate monthly and quarterly reporting, explained in plain language so it informs your decisions.

• Profit & Loss statementUnderstand whether you are profitable, and why.
• Balance sheetWhat you own, what you owe and what your business is worth.
• Cash flow statementWhere your money really goes, month by month.
• Lender- and investor-ready reportsClean financials for loans, leases and funding conversations.

Strategy that connects your numbers to your next move.

• Budgets and forecastsPlan revenue, expenses and cash months ahead.
• Growth planningModel the impact of hiring, expanding or opening a new location.
• KPI reviewsTrack the few numbers that tell you how your business is really doing.
• Scaling supportFrom sole proprietor to LLC, and from a few employees to dozens, your services grow with you.

Professional notarization of business and personal documents, available by appointment.

• Business documentsAffidavits, agreements, authorizations and other business forms.
• Personal documentsAcknowledgments, sworn statements and other documents requiring a notary.
• By appointmentRequest a time on our booking page (choose Notary Appointment) or call (331) 305-8488.
• What to bringA valid, unexpired government-issued photo ID and the unsigned document. All signers must be present.
  Notary services do not include legal advice or the preparation of legal documents.