Bookkeeping and Tax Services

Basic Payroll Processing

Our bookkeeping services include calculating wages and taxes, filing federal and state payroll taxes, and generating pay stubs for your convenience.

Full-Service Payroll

Our full-service payroll processing encompasses quarterly filings (Forms 941, IT-501), W-2/W-3 preparation, and direct deposit setup, ensuring you stay compliant and efficient.

Contractor Payments (1099s)

We handle contractor payments by tracking and issuing 1099s for independent contractors, streamlining your tax preparation process.

Payroll Cleanup or Setup

Whether you need to establish a new payroll system or fix past errors, our services can help ensure your payroll processing runs smoothly.

Individual Tax Return (Form 1040) includes W-2 income, dependents, and basic deductions, essential for accurate tax preparation. 

Small Business Schedule C is designed for sole proprietors and single-member LLCs, offering insights into bookkeeping services. 

Partnership/LLC (Form 1065) includes K-1 preparation, ensuring proper reporting for your partnership structure. 

S-Corporation (Form 1120-S) covers officer compensation calculation, a crucial aspect of payroll processing. 

Nonprofit Return (Form 990) is tailored for small exempt organizations, streamlining their tax preparation needs.

Fractional CFO Advisory Services

Our financial reporting and accounting oversight, along with strategic planning and advisory, provide the benefits of a full-time CFO without the associated costs. We also offer bookkeeping services to ensure accurate financial records.

System Consulting Services

We evaluate your needs and assist in choosing and implementing software that integrates accounting, payroll processing, purchasing, and reporting into one cohesive system—ensuring technology serves your business effectively.

New Business Setup (EIN, LLC, Registration)

We provide comprehensive assistance with SOS filings, EIN acquisition, and tax account setup, including support for tax preparation.

Budgeting & Cash Flow Planning

Our team helps create and maintain financial forecasts to guide your budgeting and cash flow planning.

Grant Tracking & Nonprofit Support

We specialize in supporting small nonprofits with financial compliance and tracking, ensuring they can focus on their mission.