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Services That Empower
Tailored for small businesses – education-focused.
Tax Prep & Planning
Taxes can feel overwhelming, especially when you’re focused on growing what matters most. That’s why we go beyond filing returns. We partner with you year-round to understand your world, spot opportunities early, and build strategies that keep more money in your pocket.
What we deliver:
- Accurate, timely preparation of individual, business, and entity returns (including Schedule C, S-Corps, partnerships, and more)
- Proactive planning throughout the year to minimize surprises and maximize legitimate deductions, credits, and savings
- Clear explanations no jargon, just straightforward answers so you understand every number and decision
- Estimated tax calculations and payment guidance to avoid penalties
- Representation and support during audits or IRS/state inquiries
- Education on changes in tax laws that could impact you or your business
Bookkeeping & Accounting
Accurate books are the foundation of smart business. We handle the day-to-day so you don’t have to, delivering organized financials that actually help you grow.
What we deliver:
- Monthly or quarterly bookkeeping and reconciliations
- Clean, categorized financial statements (P&L, balance sheet, cash flow)
- Clear, jargon-free reports and explanations you can actually use
- QuickBooks Online setup, cleanup, and ongoing management
- Year-end prep that makes tax season smoother
- Guidance on what the numbers are really telling you
Business Advisory
We turn your numbers into a roadmap. so you can grow smarter. Data is powerful when it tells a story you can act on. We don’t just hand you reports; we sit with you to understand your goals and help turn financial insights into real progress.
What we deliver:
- ACash flow forecasting and management to keep your business breathing easy
- Profitability analysis by product, service, or customer
- Budgeting and goal-setting that actually fits your reality
- Strategic planning sessions—quarterly or as needed
- Help evaluating big moves: hiring, equipment, expansion, or new revenue streams
- Plain-language advice on what the numbers mean and what to do next
Payroll & Compliance
Payroll isn’t just cutting checks; it’s about getting it right every time while staying protected and compliant. We take the burden off your shoulders with accurate, timely processing and guidance you can trust.
What we deliver:
- Full payroll processing: wages, taxes, deductions, direct deposits
- Timely federal, state, and local tax filings and payments
- Year-end W-2s, 1099s, and reconciliation support
- New hire onboarding and worker classification guidance
- Compliance monitoring for labor laws, unemployment, and workers’ comp
- Clear reports and explanations—no surprises when you open the books