TAX PREPARATION
We are a boutique accounting firm specializing in business tax return preparation for corporations, partnerships, nonprofits, and trusts. Our expertise includes preparing and filing Forms 1120, 1120S, 1065, 1041, and 990, with a strong focus on accuracy, compliance, and tax efficiency. Before filing, we carefully review your financials for accuracy and completeness, asking detailed questions to identify discrepancies, ensure proper classification, and reduce the risk of errors. In addition to business returns, we also prepare personal tax returns and have extensive experience with short-term rental activity, including Airbnb, as well as mineral rights and royalty income. We provide personalized, hands-on service, take the time to understand each client’s unique situation, and ensure returns are prepared correctly and filed on time, giving our clients confidence and peace of mind.
BUSINESS CREATION
We offer professional business formation services, including LLCs, C corporations, S corporations, and partnerships, tailored to meet your specific goals. We help clients select the best business structure to maximize tax savings, limit personal liability, and support long-term growth.
C corporations can be ideal for businesses planning to reinvest profits or seek outside investors, offering strong liability protection and access to fringe benefits. S corporations allow profits and losses to pass through to the owner’s personal tax return, often reducing self-employment taxes while maintaining corporate protection. Partnerships provide flexibility, shared responsibility, and pass-through taxation, making them a practical option for businesses with multiple owners.
In addition to entity formation, we assist with obtaining EIN numbers, sales tax registrations, and state unemployment numbers, ensuring your business is fully set up, compliant, and ready to operate from day one.
We are a small boutique accounting office offering personalized bookkeeping services and QuickBooks cleanup, including chart of accounts creation and restructuring, for businesses that need accurate and reliable financials. We also offer catch-up bookkeeping for prior years, bringing your past records up to date so you can have a complete and accurate financial picture. We specialize in properly classifying transactions, reconciling accounts, and ensuring your books are organized. Our team has strong knowledge of GAAP-compliant financial statements, allowing us to deliver clear, accurate reports that support tax preparation, informed decision-making, and long-term business success. We pride ourselves on hands-on service, attention to detail, and helping our clients gain confidence in their numbers.
BOOKKEEPING
& CLEANUP
FINANCIAL REPORTING
We are a small boutique accounting firm specializing in financial statement preparation for banks, lenders, and other entities. Our team ensures your statements are accurate, complete, and GAAP-compliant, providing the clarity and reliability institutions need for loans, credit applications, or compliance purposes. We work closely with clients to organize financial data, review accounts, and deliver professional reports that reflect the true financial position of your business. With our hands-on approach and attention to detail, we help clients present their financials confidently and meet the requirements of any financial institution.