Everything your business needs, in one place

Business formation & consulting

Choosing the wrong structure can cost thousands and create IRS problems later — especially for foreign owners. We help you set up correctly and explain every step plainly.

• Guidance on the right entity (LLC, S-corp, C-corp)
• Company formation and EIN (federal tax ID) setup
• ITIN applications for those without an SSN
• Federal compliance set up correctly from day one
• Ongoing consulting as you grow

Tax preparation & planning

Accurate returns and proactive planning for individuals and businesses. We find the deductions you're entitled to and keep you ahead of every deadline.

• Individual and business tax returns — including Forms 1120 (C-corp), 1120-S (S-corp), 1065 (partnership), 1040 (individual), 1041 (estates and trusts), and 709 (gift tax)
• Quarterly estimated tax planning
• Strategy to legally reduce what you owe
• Returns for foreign-owned and non-resident businesses

Accounting & bookkeeping

Clean, current books mean better decisions and a calm tax season. We keep your records organized year-round.

We handle your bookkeeping in the tools you already use — QuickBooks Online, Patriot, and others.

• Monthly or quarterly bookkeeping
• Financial statements you can actually understand
• Payroll guidance and support

IRS representation

As an Enrolled Agent, we can represent you directly before the IRS. If a notice, audit, or collections letter arrives, we step in and deal with it for you.

• Responses to IRS notices and letters
• Audit representation
• Help with back taxes and payment arrangements