Tax Preparation
1040, 1120-S, 1120, and 1065 returns prepared with strategic intent — every position considered for its multi-year impact, not just this April.
Individual returns from $750 · Business returns from $2,000
Tax preparation servicesServices
Tax, finance, and legal expertise — under one roof.
Nine core engagements. One advisor. Every project scoped so the potential tax liability savings and financial clarity justify the cost of our fees.
Tax Advisory & Planning
Quarterly tax planning, S-Corp optimization, entity structuring, multi-year strategy. Most engagements pay for themselves in the first year.
Engagements from $2,500
Tax advisory & planningFractional CFO
Cash flow management, financial reporting, KPI dashboards, and growth-stage strategy — the financial brain your business is missing.
Retained engagements from $750/month
Fractional CFO servicesBookkeeping
Books cleanup, monthly close, and bookkeeper coordination — the tax-ready financial foundation every strategy and CFO decision depends on.
Scoped per engagement
Bookkeeping servicesPayroll
Owner and officer payroll, reasonable-compensation setup, and multi-state withholding — set up deliberately to survive IRS scrutiny.
Scoped per engagement
Payroll & reasonable compIRS Notice Assistance
CP14, CP2000, CP504, and other IRS letters — decoded and resolved before a notice becomes a problem. Handled by an attorney with unlimited IRS representation rights.
Scoped per matter
IRS notice assistanceBusiness Formation
LLC, S-Corp, C-Corp, and partnership formation and entity selection — the legal setup and the tax election decided together, not handed off between two firms.
Fixed fee, quoted after discovery
Business formation & entity selectionNonprofit & Form 990
501(c)(3) formation, Form 1023 exemption applications, and ongoing Form 990 compliance — the corporate law and the tax posture under one roof.
Scoped per engagement
Nonprofit formation & complianceQuickBooks
QuickBooks Online setup, cleanup, and catch-up — a tax-ready chart of accounts and books you can actually run decisions on.
Fixed fee, after file review
QuickBooks setup & cleanupNot sure which fits?
The first conversation is free. We’ll listen to your situation and tell you which engagement — if any — would actually move the needle for you.
Schedule Your Free Strategy Session