Individual Tax Preparation

Individual Federal and State Tax Returns

We prepare federal and state income tax returns for individuals and families. Our goal is to help you file accurately, understand the information being reported, and identify questions that may require planning before the next filing season.

• W-2 income, retirement income, or investment income
• Self-employment or freelance income
• Rental property income and expenses
• Multi-state filing needs
• Major life changes, such as marriage, divorce, a new child, or a job change
• Questions about deductions, credits, or estimated taxes

Business Tax Preparation

Business Returns for a Range of Entity Types

Business tax compliance requires more than simply filing a return. We help business owners organize the required information, understand filing responsibilities, and stay focused on running their business.

• Sole proprietors
• Single-member LLCs
• Multi-member LLCs
• Partnerships
• S corporations
• C corporations

We can also help coordinate year-end information, owner reporting, and other tax-related items connected to your business.

Tax Planning and Consulting

Make Important Decisions With Tax Implications in Mind

Tax planning can help you understand the potential impact of a decision before it becomes a reporting issue. We provide practical, situation-specific guidance for individuals and business owners.

• Starting, buying, selling, or restructuring a business
• Choosing an entity type
• Managing multiple income sources or self-employment income
• Changing jobs or receiving equity compensation
• Buying business equipment or other significant assets
• Buying or selling real estate, investments, or a business interest
• Planning for estimated tax payments and cash flow

Tax outcomes depend on your complete facts and circumstances. We will help you identify the relevant considerations and next steps.

Small-Business Bookkeeping

Keep Your Books Accurate and Useful

Reliable bookkeeping gives you a clearer picture of how your business is performing and makes tax time more manageable. We help small-business owners maintain organized records and use their financial information more effectively.

• Monthly bookkeeping
• Bank and credit-card reconciliations
• Income and expense categorization
• Financial statements and account review
• Catch-up or cleanup bookkeeping
• QuickBooks support
• Year-end coordination for tax preparation

Well-maintained books can help you monitor cash flow, track profitability, and make informed business decisions.

QuickBooks Consulting

Get More Value From Your Accounting Software

QuickBooks is a powerful tool, but setup and day-to-day use can be overwhelming without a strong accounting foundation. If you prefer to handle your own bookkeeping, we can provide focused guidance to help you use QuickBooks more effectively.

• Initial QuickBooks setup and chart-of-accounts design
• Guidance on recording common transactions
• Help with asset purchases, loans, owner transactions, and reconciliations
• Account cleanup and workflow improvements
• Answers to specific QuickBooks questions without requiring ongoing bookkeeping services

Payroll Services

Payroll Support That Fits Your Business

Payroll involves more than issuing paychecks. We help businesses maintain organized payroll processes and meet related filing and reporting responsibilities.

• Payroll processing through QuickBooks Payroll or Gusto
• Employee profile setup
• Federal and state payroll tax filing support
• Payroll record review and coordination
• W-2 preparation and electronic filing
• 1099 preparation and electronic filing

The level of service can be tailored to your workforce, payroll schedule, and software preferences.

W-2 and 1099 Preparation

Accurate Year-End Information Reporting

We prepare and electronically file W-2s and applicable 1099 forms for reportable payments, including payments for wages, contract labor, rent, interest, and other qualifying payments.

We can help you gather and organize the needed information, prepare the appropriate forms, and complete filing steps on time. Businesses should review their information-return obligations early, since electronic filing rules and filing thresholds can apply.

Sales Tax Filing

Stay Current With Sales Tax Reporting

For businesses with sales-tax filing responsibilities, we provide support with monthly, quarterly, and annual sales tax returns. We can help organize filing information, prepare submissions, and support a consistent filing process.

Business Formation and Registration

Start With a Structure That Fits Your Goals

The entity you choose can affect taxes, administration, ownership, reporting requirements, and future planning. Before forming a business, we help you consider the practical and tax-related differences among available entity types.

• Entity-selection consultation
• Federal Employer Identification Number (EIN) application
• Secretary of State registration coordination
• Department of Revenue registration coordination
• Department of Labor registration coordination, when required
• Basic operating agreement template or coordination with your legal counsel
• Initial tax and accounting setup guidance

Business Tax and License Support

Help With Ongoing Business Compliance

Businesses may have recurring tax, registration, and licensing obligations depending on their location and activities. We provide support with applicable business tax filings and help identify records or deadlines that may need attention.