Every engagement starts with a short call to confirm we're the right firm for it.
Annual entity returns, quarterly estimated filings, payroll tax compliance, and entity structure reviews explained in plain English before anything is submitted.
Form 1120-S / 1065 prep, multi-state allocation schedules, quarterly tax projections
Owner-managed companies with $500k to $15M in gross annual revenue.
Annual entity returns, quarterly estimated filings, payroll tax compliance, and entity structure reviews explained in plain English before anything is submitted.
Form 1120-S / 1065 prep, multi-state allocation schedules, quarterly tax projections
Owner-managed companies with $500k to $15M in gross annual revenue.
Monthly closes you can actually read. Bank and merchant reconciliations, vendor ledger cleanups, and clean financial statements delivered by the 10th of every month.
Monthly balance sheet, P&L by department, cash-flow summary, 1099 annual filings
Businesses needing reliable accounting without full-time internal controller overhead.
Purchasing commercial real estate, restructuring equity, bringing in a minority partner, or preparing for an owner buyout. We model the real cash and tax impact before you commit.
Scenario cash-flow models, buyout structure blueprints, basis calculations
Founders planning an exit, recapitalization, or major capital expansion within 1–3 years.
Direct partner representation before state revenue departments and the IRS. We review historical returns, handle all formal audit correspondence, and resolve penalty notices.
Power of attorney filings, documentation bundles, formal response briefs
Companies facing state sales-tax audits, nexus disputes, or federal audit letters.
Send over your prior year tax return or chart of accounts. We perform a confidential 20-minute review to evaluate current compliance and outline recommended retainer tiers.