Complete accounting, one trusted CPA
Tax, bookkeeping, formation, and attestation for U.S. businesses in every industry — handled personally, delivered remotely, and built around accuracy.
Bookkeeping & Accounting
Clean, current, decision-ready books on a monthly rhythm — the foundation every good decision and every good return is built on.
- Monthly bookkeeping and transaction categorization
- Bank, credit card, and payment processor reconciliations
- Monthly financial statements: P&L, balance sheet, cash flow
- Catch-up and clean-up projects for books that have fallen behind
- Accounts receivable and payable tracking
- Clear monthly reporting you can actually read — with commentary
Tax Preparation
Returns prepared with planning in mind — so filing season confirms a strategy instead of revealing a surprise.
- Individual returns (Form 1040) with full state filings
- S-corporation returns (Form 1120S) and shareholder K-1s
- Partnership returns (Form 1065) and partner allocations
- Quarterly estimated tax calculations and reminders
- Year-round tax planning: elections, deductions, and timing strategies
- Prior-year review and amended returns where savings are found
Business Formation
Start correctly and avoid expensive restructuring later — entity choice is a tax decision as much as a legal one.
- Entity selection guidance: LLC, S-corp, C-corp, partnership
- State registration and formation filings
- EIN registration with the IRS
- S-corporation elections (Form 2553) timed correctly
- Initial bookkeeping and payroll setup for new entities
- Compliance calendar so nothing is missed in year one
Audit & Attestation
Independent, standards-based reporting for when lenders, investors, or regulators need more than internal statements.
- Compilations of financial statements
- Review engagements with limited assurance
- Agreed-upon procedures engagements
- Audit readiness and supporting-schedule preparation
- Documentation aligned with professional standards
Professional tools, professionally used
The practice runs on the same platforms trusted by leading U.S. firms — configured and maintained by a CPA, not an assistant.
QuickBooks Online
Your books live in QuickBooks Online — the standard for U.S. small business accounting — set up and maintained the right way.
- Chart of accounts designed for your business and tax profile
- Bank feeds, rules, and receipt capture configured properly
- Monthly close checklist with documented reconciliations
- Owner-friendly reports and dashboards
- Clean handoff of data — your file is always yours
Drake Tax
Returns are prepared in Drake Tax — professional-grade software used by thousands of U.S. tax practices — with e-filing across federal and state.
- Federal and all-state e-filing for 1040, 1120S, and 1065
- Diagnostic review on every return before filing
- Multi-year comparisons to catch anomalies and opportunities
- Secure digital delivery of returns and signature requests
- Organized records retained for your future reference
Not sure which service fits?
Start with a free consultation — we'll look at where your business stands and map the right scope together.
Book a Free Consultation