Our Services
Tax Preparation
- Customized tax services for individuals, small businesses, and sole proprietors.
- Focus on maximizing deductions and ensuring full compliance with federal and state regulations.
- Special expertise in serving clinicians and service-based professionals.
Business Advisory
- Personalized advisory services for individuals looking to transition into business entities, as well as for existing businesses aiming to optimize tax structures.
- Strategic planning for business formation, financial growth, and compliance.
Bookkeeping Services
- Comprehensive bookkeeping for individuals and businesses.
- Regular reconciliations, expense tracking, and financial reporting to ensure accurate records and informed decision-making.
Payroll Management
- Full-service payroll processing for businesses, ensuring employees are paid accurately and timely.
- Payroll tax compliance services that minimize errors and maximize efficiency.
Business Setup Services
- Entity Formation: We guide you through selecting the right business structure (S-Corp, LLC, C-Corp) tailored to your goals and tax advantages.
- Business Name Search & Registration: Ensure your business name is unique and compliant with state regulations.
- Licensing & Permits: Assistance in obtaining the necessary licenses and permits for your specific industry.
- S-Corp Election Assistance: We’ll help you complete and file the necessary paperwork to elect S-Corp status for optimal tax benefits.
- Bank Account Setup: Guidance in opening a business bank account and establishing financial operations efficiency.
Specialized Services for Clinicians and Sole Proprietors
- Tailored solutions for mental health clinicians, ensuring they maximize tax benefits specific to their profession.
- Assistance for sole proprietors transitioning to business entities like S-Corps or LLCs, allowing us to handle both personal and business financial needs.