Services
Explore our tax and accounting services for individuals and businesses
SERVING CLIENTS NATIONWIDE
Tax and accounting services for Individuals, Sole Proprietors, Single Member LLCs and S Corporations
Individual Services
We help individuals make smart tax moves, plan ahead, and take control of their personal financial health to build wealth.
We will help you:
Maximize your tax savings through proactive year-round tax planning
Take advantage of every tax deduction and tax credit you are entitled to claim
Get answers to your tax questions and have peace of mind about your tax situation
Avoid mistakes and save the time and stress of preparing taxes yourself
Business Services
We help entrepreneurs gain clear insight into their finances, empowering them to make decisions with confidence and grow their business.
We will help you:
Proactively manage your finances and maximize tax savings
Get your books in order saving you time and money
Identify solutions to your biggest business problems with professional knowledge and advice
Understand your financial situation so you can confidently engage with lenders, investors, and business partners
OUR SERVICES
TAX SERVICES
Let us help you with your annual tax return preparation and e-filing, year-round tax planning, quarterly tax calculations, and answer questions about your specific tax responsibilities.
Tax Preparation
Individual income tax return preparation
LLC and S corporation income tax return preparation
State and local income and sales/use taxes
State annual report filings
Tax Planning
Individual and business tax planning
Custom tax projections, strategies, and tax savings plan reports
Year-round tax planning consulting calls
Quarterly tax estimates
QUICKBOOKS
We will identify your financial transactions, categorize income and expenses, reconcile your accounts, and prepare financial reports. Providing transparency so you can make informed decisions based on clean books.
Diagnostic review of your books
QuickBooks Online clean up and catch-up
QuickBooks Online set up
Monthly online bookkeeping
ADVISORY SERVICES
General business and financial consulting services designed to provide you with solutions to take your business to the next level. We provide personalized service and tailor our approach to fit your needs.
Business Formation
S Corporation Election
Compliance & Risk Management
Audit Readiness
NOTARY SERVICES
Get the seal of approval. We provide convenient mobile notary services within the District of Columbia. Commissioned and bonded.
You have questions.
We have answers.
You don’t have to do your taxes alone. Book your appointment to meet with us and let us help you take control of your taxes and meet your financial goals!
