We specialize in business consulting, tax preparation, tax planning, and business formation. Our services are designed to help entrepreneurs, small businesses, and corporations grow, stay compliant, and plan strategically for the future.
Getting started is easy. Simply schedule a consultation through our website or contact us directly. We’ll assess your needs and create a personalized strategy to support your goals.
We work with a wide range of businesses—from startups and independent contractors to LLCs, S-Corps, and C-Corps. Whether you're just getting started or ready to scale, we have solutions tailored to your stage of growth.
Absolutely. We provide tax resolution, audit support, and assistance with IRS notices or back taxes. Our team can guide you through complex tax situations and represent your interests with confidence.
Our tax planning includes a full review of your income, deductions, entity structure, and potential credits. We help you legally minimize tax liability and stay ahead of tax deadlines.
Yes. We maintain strict confidentiality and use secure systems to protect your personal and financial data. Your trust and privacy are our top priority.
Yes. Choosing the right legal structure is critical to your business success. We’ll review your goals, income, and growth plans to recommend the best entity type for tax savings, liability protection, and long-term flexibility.
We offer both! Whether you need a one-time consultation or prefer monthly support plans, we have flexible options to match your needs. Many clients choose our ongoing packages for continuous tax and business guidance throughout the year.
Yes. We provide basic bookkeeping support and can help you organize financial records, prepare reports, and ensure your books are ready for tax season or financial reviews.
We’ll provide you with a checklist based on your business type, but common documents include:
Prior year tax returns
Bank and credit card statements
Income & expense reports
1099s or W-2s
Entity formation paperwork (if applicable)
Absolutely. We assist with EIN applications, business license filings, and state registrations to ensure your business is properly established and compliant.
Yes, we can guide you through small business grant and loan applications, including preparing financials and required documentation to improve your chances of approval.