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Accounting and tax solutions.

Four areas so you can quickly find what you need: your accounting, your taxes, your company's compliance and specialized cases.

AccountingTaxesComplianceSpecialized
01Accounting & business advisory

Accounting and advisory for businesses.

Person reviewing financial reports with a calculator

We keep your business's books and turn them into information for decision-making: clear financial statements, analysis of your numbers and consulting to grow in an orderly way.

  • New businesses
  • Small and medium-sized businesses
  • Contractors
  • Catch-up bookkeeping

What's included

  1. Monthly bookkeeping
  2. Bank and credit card reconciliation
  3. Financial statements (P&L and balance sheet)
  4. Financial analysis
  5. Business consulting
  6. Catch-up on overdue books

How it works

  1. AssessmentWe review the current state of your accounts.
  2. OrganizationWe connect your accounts and set the calendar.
  3. Reporting & analysisEvery month you receive your financial statements and recommendations.
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02Tax preparation & planning

Tax preparation and planning.

Couple signing documents at a desk

We prepare returns for individuals and companies, and plan all year long so you reach every deadline organized and without surprises.

  • Individuals and families
  • LLC
  • Partnerships
  • S-Corp and C-Corp

What's included

  1. Form 1040 (federal and state)
  2. Form 1065 for partnerships, with K-1
  3. Form 1120 for corporations
  4. Form 1120-S for S-Corporations
  5. Year-round tax planning
  6. Estimated payments, extensions and prior years

How it works

  1. We gather your documentsWe tell you exactly what we need.
  2. PreparationWe prepare your return and explain it to you.
  3. PlanningWe leave you a plan for next year.
Book my tax return
03Business administration & compliance

Administration and compliance for businesses.

Business owner reviewing payroll on his laptop

We handle your company's day-to-day obligations—payroll, sales tax, registrations and closings—with timely compliance for every state and IRS deadline.

  • Companies with employees
  • Retailers
  • New businesses
  • Businesses that are closing

What's included

  1. Payroll and payroll tax deposits
  2. Forms 941, 940, W-2 and 1099
  3. Sales tax: permit, calculation and filing
  4. Company formation (LLCs and corporations)
  5. Company closure & dissolution
  6. Timely compliance calendar

How it works

  1. SetupWe register your company and its obligations.
  2. Each periodWe process and file on time.
  3. Follow-upWe alert you before every deadline.
Get a quote for my company
04Specialized tax services

Specialized tax services.

Passport on a world map

For cases that require more expertise: IRS letters, ITIN applications and renewals, and our International Tax Services for individuals and companies with international operations.

International Tax Services: tax solutions for individuals and companies with international operations.

What's included

  1. IRS and state letters and notices
  2. Late returns and payment plans
  3. ITIN application and renewal (W-7)
  4. International taxes

International Tax Services

  1. Returns for individuals with foreign income
  2. LLCs with foreign owners
  3. Information reporting for companies with foreign partners
  4. Form 5472 and related returns, when applicable
  5. Guidance on income effectively connected with the United States
  6. Tax compliance for nonresidents
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Your first consultation

Tell us about your case.

In one call we review your situation and tell you what you need and what it costs. The initial consultation is free.

Book a consultation (979) 900-6056