Services
What we do
Accounting Services
General ledger and financial statement preparation
Bookkeeping and consulting
Accounting system setup and support
Cash flow budgeting and forecasting
Financial reporting for management and boards
Corporate tax planning and return preparation
Litigation support
Tax Services
Individual Tax Services
We provide accurate and timely tax preparation for individuals and families, covering everything from simple returns to more complex filings involving investments, rental income, and self-employment. Our proactive planning helps minimize liabilities and keep you compliant year-round.
Corporate & Partnership Tax Services
Our firm supports corporations, partnerships, and LLCs with comprehensive tax services. This includes federal and state return preparation, S-Corporation elections, multi-state compliance, and forward-looking strategies that strengthen business performance and cash flow.
Exempt Organizations Tax Services
Nonprofits face unique reporting and compliance requirements. We assist charities, foundations, and nonprofits with IRS Form 990 preparation and state compliance requirements. Our services ensure accurate reporting, donor transparency, and ongoing compliance so organizations can stay focused on their mission
School Business Administrator Services
Outsourced Services:
Budget Development & Financial Planning – Transparent, state-compliant budgets with forecasting and multi-year planning.
Financial Reporting & Compliance – Audit preparation, board reporting, and adherence to state and federal requirements.
Payroll & Benefits Administration – Complete payroll processing, employee benefit oversight, and retirement contribution compliance.
Procurement & Vendor Management – Purchasing oversight, contract review, and vendor accountability for cost efficiency and compliance.
Policy & Internal Controls – Implementation of financial policies and internal controls to safeguard resources and ensure accountability.
Board & Administrative Support – Clear financial presentations, superintendent and board advisory, and assistance in strategic decision-making.
Nonprofit Services
- Formation & Tax-Exempt Status – Preparation and filing of 1023 and 1023-EZ applications, with guidance on organizational structure and state registrations.
- Annual Filings & Compliance – Accurate preparation of Form 990, 990-EZ, and 990-N, along with donor reporting, charitable contribution compliance, and monitoring of IRS and state regulations.
- Bookkeeping & Financial Reporting – Ongoing bookkeeping, financial statement preparation, and development of budgets and reporting tailored for boards and stakeholders.
- Advisory & Support – Assistance with internal controls, policy development, and strategic guidance designed to strengthen nonprofit governance and sustainability.
Free Estimation
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