Tax Services for Small Businesses & Individuals
We provide a wide range of professional services to meet your needs. We promise to provide every service with a smile, and to your highest level of satisfaction.
Quick Links to Services
Tax Preparation
We provide services for small businesses and individuals:
- Individual Returns
- Sole Proprietors
- S-Corp Returns (1120S)
- Partnerships (1065)
(Note: We do not prepare returns for non-profits or C-Corps.)
Tax & Business Advisory
Strategy sessions designed to:
- Review your income and expenses
- Adjust estimated tax payments
- Identify opportunities to reduce your tax burden
- Prevent “big surprise” tax bills at year-end
Every advisory client receives a one-page summary to keep everything simple and on track.
Sales Tax Filing
We take the confusion out of sales tax.
Each month we:
- Gather your information
- File and report with the state
- Ensure payments are submitted
- Upload everything into your secure
client portal
Financial Planning
Virtual financial planning services that help you reach your personal goals like buying a house, retiring, or paying for college; or your business goals like becoming more profitable, getting started, or planning for succession.
Payroll Setup & 1099 E-Filings
Get payroll right from the start. We’ll spend 2–3 hours together setting up your system, walking you through the process, and making sure you understand how to manage it moving forward.
If your business hires out sub-contractors, we can file 1099 NEC forms and 1099 Miscellaneous forms for your business. We follow up to make sure that the subcontractors get their information so that you stay compliant.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
