Accounting services
The full back office, built to support the plan
Strategy only works when the underlying records do. We handle the recurring accounting work in-house so your projections are current and your positions are documented.
Bookkeeping
Monthly close you can rely on, delivered by a team that knows what the numbers will be used for.
- Transaction categorization and coding
- Bank and credit card reconciliation
- Accounts payable and receivable tracking
- General ledger maintenance and cleanup
- Catch-up work for behind-schedule books
Payroll
Accurate, on-time payroll with owner compensation handled in step with your tax plan.
- Payroll processing and direct deposit
- Payroll tax deposits and filings
- W-2 and 1099 preparation
- New hire and contractor onboarding paperwork
- Owner salary coordination for S corp elections
Tax services
Filing that reflects the plan, prepared by the people who built it.
- Business tax return preparation
- Personal return preparation for owners
- Sales and franchise tax filings
- IRS and state notice response
Financial advisory
The reporting and forecasting that turn a bookkeeping file into a management tool.
- Monthly financial statement packages
- Cash flow forecasting and budgeting
- Profitability review by service line
- KPI reporting and trend analysis
- Lender and buyer-ready reporting support
The difference
Two conversations most firms combine. We don't.
“Tax planning” and “tax strategy” get used interchangeably — but they solve different problems. We treat them as two distinct services because conflating them is how owners miss both.
Tax Planning
Managing what you owe, before it's due.
Quarterly estimated tax calculations, safe-harbor tracking, withholding adjustments, and cash flow planning so a tax bill never surprises you. This is the discipline of staying current — no penalties, no scrambling in April.
- Quarterly estimated tax liability projections
- Safe harbor and underpayment penalty avoidance
- Real-time adjustments as income changes
- Cash reserve planning for tax due dates
Tax Strategy
Finding the opportunities that lower what you owe.
This is where we go looking for the moves — the ones most preparers never bring up because it isn't their job to. Structure, investment vehicles, and account types that legally and permanently reduce your tax liability over time.
- Retirement accounts — Solo 401(k), SEP IRA, defined benefit plans sized to shelter income at the highest bracket
- HSAs — the only triple-tax-advantaged account available; contribution strategy for owners who qualify
- Real estate — cost segregation studies, bonus depreciation, and short-term rental loopholes for owners investing in property
- Entity & income structuring — S-corp elections, income splitting, and timing income/deductions across tax years
- Augusta Rule — renting your own home to your business tax-free up to 14 days a year
- Hiring your children — shifting income to family members in lower brackets, legally, with proper documentation
- Qualified Opportunity Zone investments — deferring and reducing capital gains through OZ funds
- Charitable strategies — donor-advised funds and appreciated asset donations for owners who give
“Tax planning keeps you compliant today. Tax strategy builds the position that lowers what you owe for years to come.”
Packaging
Priced as a package, not by the hour
Most clients work with us on a flat monthly fee covering bookkeeping, payroll, filings, and planning check-ins. You know the cost before the work starts, and there is no meter running when you call with a question.
A note on what we don't do
We don't offer human resources services. When an HR question comes up, we'll tell you plainly that it's outside our scope and point you toward someone who handles it properly.
Ask about pricingStart with a discovery call
Thirty focused minutes on your business, your entity structure, and the goals you're working toward. You'll leave with a clear read on where your tax position stands — whether or not we work together.