Tax & Accounting Services
Practical tax, accounting, and business support for individuals and small businesses nationwide. Work virtually with an Enrolled Agent with over 15 years of accounting experience. From tax returns and monthly bookkeeping to year-round planning and advisory, we help you stay organized and make informed decisions. Start with a brief inquiry, choose a consultation time, and share sensitive documents securely through our client portal.
Tax Preparation
Individual, self-employed & business returns. Federal and state filing, expat taxes, FBAR & foreign reporting.
Bookkeeping & Payroll
Monthly bookkeeping, cleanup, reconciliations & financial statements. QuickBooks support, payroll assistance & 1099 preparation.
Business Advisory
Cash flow forecasts, budgets & startup guidance. Construction and real estate job costing, lender reporting & ongoing advisory.
Tax Planning & IRS Support
Year-round tax planning, estimated payments & entity considerations. Help with IRS notices, filing issues & penalty relief requests.
Expat & Foreign Reporting
U.S. tax preparation for Americans abroad. Support with FBAR, FATCA and foreign business reporting requirements.
Real Estate & Construction
Project bookkeeping, job costing & cost tracking for contractors and developers. Clear reporting for owners, managers & lenders.