Services
Everything a growing business needs from its accountant.
Work with us on a single return or on the whole financial back office. Either way you get the same standard of accuracy and the same direct line to your CPA.
01
Outsourced Accounting & Bookkeeping
Accurate books, reconciled monthly, with financial statements you can actually read and act on.
- Monthly bookkeeping and reconciliations
- Financial statement preparation
- Payroll coordination and reporting
- Cash flow tracking and budgeting
02
Tax Planning
Year-round strategy that uses credits, incentives and deductions to lower what you legally owe.
- Entity structure and compensation planning
- Quarterly estimate management
- Credit and deduction strategy
- Multi-year projections
03
Tax Preparation
Business and personal returns prepared promptly, filed correctly, and explained in plain English.
- Individual (1040) returns
- Business returns (1120, 1120-S, 1065)
- Multi-state filings
- IRS notice response support
04
New Business Advisory
Start on solid footing — the right entity, the right systems, and no expensive first-year surprises.
- Entity selection and setup guidance
- Accounting system implementation
- Startup budgeting and forecasting
- Ongoing advisory as you grow
Not sure what you need?
Call 972-244-3167 and we'll tell you honestly — including when you don't need us yet.
Book a Free Consultation