Our Services

Federal and state income tax preparation for W-2 employees, 1099 contractors, self-employed individuals, and small business owners with personal returns.

• W-2 employees and 1099 independent contractors
• Self-employed and sole proprietors (Schedule C)
• Rental income and real estate investments
• Prior year (late or unfiled) tax returns
• IRS and state tax notice response
• Estimated quarterly tax planning

Business income tax returns for LLCs, S-Corps, C-Corps, and partnerships, including federal, state, and multi-state filings.

• LLC, S-Corp, C-Corp, and partnership returns (Forms 1065, 1120, 1120-S)
• State and local business tax filings
• Multi-state tax compliance
• K-1 preparation for owners and partners
• Sales tax registration and filing assistance

Ongoing bookkeeping and accounting to keep your financials organized, reconciled, and ready for tax time and business decisions.

• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliation
• Profit & loss statements and balance sheets
• QuickBooks setup, cleanup, and training
• Accounts receivable and payable tracking
• Year-end financial package preparation for tax filing

Payroll processing and tax compliance for small and mid-size businesses, including year-end W-2 and 1099 preparation.

• Weekly, biweekly, or monthly payroll processing
• Payroll tax deposits and filings (Forms 941, 940)
• Year-end W-2 and 1099 preparation and distribution
• New hire reporting
• Payroll compliance and workers' compensation audit support

Help starting your business right — from choosing the right entity type to registering with the state and setting up your accounting system.

• Entity type guidance (LLC, S-Corp, C-Corp, sole proprietor)
• EIN (Employer Identification Number) application
• State business registration and compliance filings
• Sales tax permit registration
• Annual report and ongoing compliance filings

Full support for nonprofits and charitable organizations, from obtaining tax-exempt status through ongoing annual reporting and compliance.

• 501(c)(3) tax-exempt status application
• Form 990, 990-EZ, and 990-N annual filings
• State charitable registration and compliance filings
• Nonprofit financial records and compliance guidance
• Ongoing compliance monitoring and support

ITIN application assistance for individuals who need a U.S. tax identification number but are not eligible for a Social Security Number. We are an IRS Acceptance Agent.

• ITIN application (Form W-7) preparation and submission
• IRS Acceptance Agent — original documents verified in our office
• For foreign nationals, non-resident aliens, and their dependents
• Expired ITIN renewal
• Required tax return filing accompanying the ITIN application

Guidance and assistance with obtaining the business licenses and permits required to operate legally in your state.

• State and local business license research and applications
• Industry-specific permits (food service, nail salons, contractors, etc.)
• DCWP (Dept. of Consumer and Worker Protection) license applications
• License renewal tracking and deadline management
• Application process guidance and document preparation