What we can do for you

Tax Planning & Compliance

We help you stay compliant and ahead of the IRS—year-round.
Our tax strategies are designed to minimize liability, protect your business, and position you for long-term financial success.
Services include:

  • Accurate and timely federal & state tax filings

  • Year-round tax planning to maximize deductions

  • Strategic structuring of transactions, investments, and business operations

  • Compliance monitoring to prevent penalties, notices, and audits

Bookkeeping & Accounting (Quarterly)

Your financials should tell the truth—and support smart decisions.
We provide:

  • Accurate, real-time recording of all business transactions

  • Quarterly reconciliations and reporting

  • Professional financial analysis

  • Clear interpretation of performance so you can operate confidently

Bookkeeping keeps the numbers clean.
Accounting turns them into strategy.

Quarterly Tax Payments

We calculate and manage quarterly estimated taxes for:

  • Federal income tax

  • State income tax

  • Self-employment and payroll tax obligations

Our goal: No surprises at tax time.
We ensure you stay compliant, pay the right amount, and keep cash flow healthy.

Franchise Taxes (Advisory)

We help businesses understand and meet their state franchise tax obligations, including:

  • Annual report filings

  • State-level franchise tax calculations

  • Compliance reminders and preparation

Sales Tax — Federal & State (Advisory)

We advise on sales tax requirements for companies operating in multiple locations:

  • Sales tax registration

  • Monthly/quarterly filings

  • Nexus determination

  • Ongoing compliance

Whether your business sells products or taxable services, we keep you compliant across jurisdictions.

CFO Services

A fractional CFO gives you financial clarity without the full-time cost.
We offer:

  • Financial statement analysis

  • Cash flow planning and forecasting

  • Budget creation and monitoring

  • Financial modeling & projections

This service ensures you always know where your business stands—and where it’s going.

Business Advisory Services

We provide strategic guidance to help your business grow intentionally:

  • Capital and financing strategies

  • Startup formation & launch support

  • Business structure optimization

  • Succession and exit planning

Specialized Consulting

High-level, niche expertise tailored to industries that require deeper strategy:

  • Real estate consulting (investors, agents, developers)

  • Healthcare and professional service guidance

  • Technology and digital business support

  • Research & Development (R&D) tax credit qualification

  • State & Local Tax (SALT) consulting