Business Formation

  • Determine which business entity best meets your goals and minimizes tax liability

  • Search and reserve company name

  • Draft & file articles of incorporation

  • Obtain Employer Identification number (EIN)

  • Apply for local business licenses and any other permits specific to your industry.

  • Set up an accounting system using QuickBooks online

DIY Bookkeeping 

  • All transactions recorded by client in own accounting software

  • Review of transaction entries (up to 2 accounts)

  • Necessary adjusting entries completed (re-categorization, etc)

  • Strategy session to set goals and forecast tax liabilities

  • Monthly or quarterly option available

  • Includes QBO software subscription

Full-Charge Bookkeeping 

  • Record and Classify Transactions

  • Reconcile the bank account

  • Run financial statements

  • Cash Flow Analysis

  • Complete Month-end closing

  • Includes QBO software subscription

  • Weekly or Bi-weekly Payroll Processing

  • Checks or Direct Deposit for Your Employees

  • Payroll Reports

  • Quarterly & Annual Payroll Returns Processing

  • Tax Deposits Compliance

  • W-2 and 1099 Processing

  • **You may add payroll processing to any package or use as a stand-alone service.

Payroll Processing

Tax Preparation

  • Individual Tax Preparation

  • Business Tax Return Preparation (Partnership, Corporation)

  • Tax-exempt Organization Reporting

  • Gift & Estate Tax Return Preparation

  • All State Returns

Add-on Services

  • QuickBooks Set-up & Training

  • Accounts Receivable/Payables Management

  • DIY for Gig Workers

  • Bookkeeping Clean-up

  • Sales tax preparation

  • Estimated tax calculations

  • Tax Planning

  • Tax resolution