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Proactive taxes for active business owners.

We have worked with small-business owners for over 10 years, so we know the realities of irregular income, the pains of starting a business, and the need for accurate data to empower fast decisions.

Our core services keep you compliant without the busywork—clean books, proactive planning, and audit‑ready tax filings so you can spend time growing your business.

Books • Consulting • Tax

Books

The best set of books you've ever seen: clean chart of accounts, separate revenue streams, and expenses tied out

Complete, consistent, and accurate books to help track trends and understand your business cycle with certainty

Monthly close & reconciliations for bank/credit cards; done consistently, timely, and accurately.


Consulting

Entity & S‑Corp readiness: break‑even analysis, reasonable‑comp modeling, payroll design

Cash‑flow & estimated‑tax planning: owner draws vs. payroll; quarterly game plan—no surprises

Not sure if you should hire someone as a contractor vs. employee? We can help narrow down the answer and explain the applicable laws

Retirement/benefits coordination: Solo 401(k) or SEP‑IRA? We can run scenarios or network with a pension administrator if needed

Loan assistance for underwriters: lender‑ready income summaries and support letters


Tax Services

Deductions—aggressive and defensible with audit‑ready workpapers

Proactive tax planning: mid‑year or end of year projections, so cash needs are clear.

S‑Corporations: analysis → election → reasonable‑comp payroll → annual federal & state filings.

1099‑NEC/1099‑MISC e‑filed for contractors

Handling of routine IRS & state notices handled.

Bottom line: You run the business. We keep the numbers clean, the taxes predictable, and the paperwork bulletproof. Want to see if we’re a fit? Get a quote and we’ll send a quick intake and next steps.

Financial Support for Your Everyday Life

Here's how we make it work:

How do I get started?

How much does working with you cost?

My prior accountant was hard to get a hold of. How often will I hear from you?

Our fees are all-inclusive - we do not nickel and dime for phone calls, consulting, or handling of routine IRS notices.

Financial Support for Your Everyday Life

Here's how we make it work:

How do I get started?

How much does working with you cost?

My prior accountant was hard to get a hold of. How often will I hear from you?

Our fees are all-inclusive - we do not nickel and dime for phone calls, consulting, or handling of routine IRS notices.

Financial Support for Your Everyday Life

Here's how we make it work:

How do I get started?

How much does working with you cost?

My prior accountant was hard to get a hold of. How often will I hear from you?

Our fees are all-inclusive - we do not nickel and dime for phone calls, consulting, or handling of routine IRS notices.

Ready to get started?

Let’s turn your vision into reality with tailored solutions that fit your needs.

Ready to get started?

Let’s turn your vision into reality with tailored solutions that fit your needs.

Ready to get started?

Let’s turn your vision into reality with tailored solutions that fit your needs.