Compliance + Support

Best for Schedule C, early-stage, simple entities that want tax filings handled with access to ongoing support

Bookkeeping Diagnostic
Annual review of bookkeeping records to assess accuracy and identify potential issues. Includes evaluation of balance sheet balances and identification of transactions that may require cleanup or updating. A summary report of findings and recommendations is provided to support tax-ready financial records.
Business Tax Return
Comprehensive preparation and filing of all required business tax documents. Includes gathering financial information, applying appropriate deductions, completing required forms, and ensuring timely submission to tax authorities.
Individual Tax Return
Complete preparation and filing of personal tax returns for business owners or specified individuals. Includes optimization of tax positions, application of relevant credits and deductions, and ensuring compliance with current tax laws.
Ongoing Tax Support
Access to assistance for general tax-related questions throughout the year. Includes guidance on routine tax matters and clarification of tax-related issues as they arise, outside of formal planning or compliance services.

We are excited to get to know you!