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Services

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Tax Services

We provide comprehensive tax services for individuals, businesses, trusts, and nonprofits — with proactive planning, precision filing, and personalized support tailored to each client’s unique situation.

  • Individual Tax Return Preparation
    Form 1040 and related schedules, including high-net-worth individuals and families

  • Business Tax Return Preparation
    Partnerships (1065), S Corps (1120S), and C Corps (1120)

  • Trust & Estate Tax Returns
    Preparation of Form 1041 with sensitivity to fiduciary, legal, and family dynamics

  • Nonprofit Tax Filings
    Form 990 and 990-PF, including public charities and private foundations

  • Quarterly & Year-Round Tax Planning
    Proactive guidance to minimize tax liability and avoid surprises

  • Multi-State & Local Filings
    Sales tax, property tax, payroll tax, and business license filings

Accounting & Advisory Services

We offer reliable financial reporting, bookkeeping, system optimization, and strategic planning to support sound decision-making and ensure the long-term financial health of your organization.

  • Monthly, Quarterly, or Annual Financial Statements
    Compiled financials for businesses and nonprofits

  • Bookkeeping Support & Oversight
    Transaction categorization, reconciliation, month-end close

  • QuickBooks Setup, Cleanup & Training
    For business owners and nonprofits who need accurate, user-friendly systems

  • Accounting Systems Consulting
    Streamlining internal processes and improving financial workflows

  • Forecasting & Budgeting
    Multi-year planning, cash flow forecasting, and scenario analysis

  • Internal Controls Consulting
    Strengthening policies and procedures to ensure financial integrity

  • Payroll & Contractor Compliance Oversight
    Advising on proper classification, reporting, and systems

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Nonprofit-Specific Services

We support nonprofits with audit readiness, grant budgeting, and board reporting — ensuring financial clarity, compliance, and confidence for mission-driven leadership and stakeholder communication.

  • Audit Preparation & Support
    Helping nonprofits prepare for independent audits with clean books and reconciled schedules

  • Grant & Contract Budgeting Assistance
    Aligning reporting with funder requirements

  • Board Financial Reporting
    Creating understandable and mission-aligned board presentations

Strategic Advisory & Special Projects

We provide high-level financial guidance, leadership support, and strategic insight to help organizations navigate transitions, strengthen governance, and make informed, future-focused financial decisions.

  • Startup & Entity Selection Consulting
    Helping entrepreneurs and founders choose the right legal and tax structure

  • Fractional CFO Services
    For small businesses or nonprofits that need executive-level financial guidance without a full-time hire

  • Interim Financial Leadership
    Stepping in during periods of transition, such as an ED or Finance Director vacancy

  • Trustee & Executor Financial Support
    Assisting fiduciaries with tax, reporting, and compliance responsibilities

  • Financial Health Reviews
    Deep dives into your organization or business’s financial condition with actionable recommendations

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