Our Services

We will create a tailored, actionable tax plan specific to your individual situation. By optimizing your corporate structure, and preparing for future years, we are able to maximize your deductions, thereby reducing your tax bill.

We will prepare and file forms 1040, 1040X, 1065, 1120, 1120S, sales tax returns and more depending on your needs.

We will create KPI reports which will display critical insights into your business. You will also have access to monthly consultations with a CPA to review your financial statements and optimize your business financials.

We will prepare your books in accordance with GAAP, or OCBOA depending on your needs. These books will serve as the basis for your tax returns, as well as the data needed for your financial statements. Additionally, we can go back and create books for prior periods.