
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.