Every engagement starts with a short call to confirm we're the right firm for it.
Annual entity returns, quarterly estimated filings, payroll tax compliance, and entity structure reviews explained in plain English before anything is submitted.
Annual entity returns, quarterly estimated filings, payroll tax compliance, and entity structure reviews explained in plain English before anything is submitted.
Monthly closes you can actually read. Bank and merchant reconciliations, vendor ledger cleanups, and clean financial statements delivered by the 10th of every month.
Purchasing commercial real estate, restructuring equity, bringing in a minority partner, or preparing for an owner buyout. We model the real cash and tax impact before you commit.
Direct partner representation before state revenue departments and the IRS. We review historical returns, handle all formal audit correspondence, and resolve penalty notices.
Send your prior year return or your chart of accounts. We read it, talk it through with you on a short call, and tell you what the work would involve. Fixed monthly and annual retainers, agreed in writing before anything starts.