If you want to increase your profits while reducing taxes, you need more than a once-a-year financial review and tax filing. You need monthly accounting that tracks and analyzes your financial performance, so you can make the best decisions to grow.
That’s all we do. We focus exclusively on business accounting and taxes to help you earn and keep more money.
(30 minutes: Great advice, no commitments)
Building a business means designing and wearing a dozen different hats. But here are the costs of wearing the accounting hat for too long:
Every hour you spend managing your accounting is one hour you could spend on the work you actually enjoy (and that grows your business).
You know your business better than anyone—but do you know all of the IRS’s rules? Don’t let knowledge gaps turn into penalties or higher taxes.
Detailed financial reviews and reconciliations can feel unnecessary when you’re so hands-on day to day, so you do them on an “as-needed” basis. But that means missing risk and growth signals buried in your books.
Get the confidence and knowledge that comes from 40+ years of experience. Here are the specific services we offer that are critical to business growth and a healthy bottom line:
Bookkeeping
Payroll
Payroll Taxes
Tax Law
Wealth Management/Investment Advisory Services
Offers & Compromise
Sales Tax
Retail Accounting
Standalone Individual Tax Preparation (Non-business clients)
Monthly Financial Reconciliations
Financial Reporting & Analysis
Bookkeeping Review & Adjustments
Tax Planning
Financial Planning
Budgeting
IRS Communications
Business Tax Preparation
Individual Tax Preparation (For business clients only)
If you need additional support beyond our areas of expertise, we have a trusted network of partners we’re happy to recommend.
Zero smoke and mirrors (AKA “contact for pricing”). Clarity and transparency are essential to a strong, productive partnership. Here’s an open look at our service packages and pricing to help you make an informed decision.
Business Tax Preparation: $1,600 per entity
Corporate, partnership, and LLC tax returns
Up to two partners (Additional partners: $100 each)
IRS communications (Letter responses only; audit representation by the hour)
Additional charges may apply to non-routine transactions (e.g., acquisition)
Individual Tax Preparation (for business clients only): Price varies, starting at $500 per return.
Not sure what accounting package is right for your business? Schedule a free consultation with us.
Businesses making $250K+ hit a tipping point. This is the growth stage in which you add more employees, expand or add services, and increase your business's overall financial complexity. Businesses operating below this threshold won’t get the same benefits from our services and can typically manage their accounting on their own.
We don’t offer bookkeeping for two main reasons. One: We prefer to focus on the deeper financial review and analysis that will help you grow. Two: Keeping accounting and bookkeeping separate provides strong checks and balances to prevent fraud and protect your business.
No, we don’t use AI in any of our work or communications. AI tools and programs don’t meet our standards for security, accuracy, or trust. We also believe that AI, as it’s currently developed and used, hurts the environment, human rights, and human creativity and cognition.
Everyone is welcome here.