

BUSINESS FORMATION
LLC, S-Corp, C-Corp and partnership setups—articles of organization, EIN, operating agreements and more.
ANNUAL REPORTS / RENEWALS
Timely state annual reports, franchise tax returns, and renewals—keeping you in good standing.
MONTHLY BOOKKEEPING
Full-service: bank reconciliations, journal entries, and month-end closes for crystal-clear financials.
SALES TAX COMPLIANCE
Multi-state sales & use tax registrations, returns, and remittance—minimizing liabilities and penalties.
INDIVIDUAL & BUSINESS RETURNS
Federal, state & local returns for all entities and individuals—maximizing credits and relief.
DISSOLUTION & TERMINATION
Complete dissolution filings and winding-down procedures to close your entity cleanly with the SOS.
AMENDMENTS & CONVERSIONS
Name changes, address updates, member/manager swaps, and entity type conversions—handled promptly.
PAYROLL PROCESSING
Accurate payroll runs, direct deposits, and W-2/1099 prep—so your team is paid on time, every time.
FINANCIAL STATEMENT PREP
GAAP-compliant financial statements (PL, BS, SHE, CF)—ready for bankers, investors or board review.
TAX PLANNING & STRATEGY
Proactive planning, quarterly estimates, and tax-saving strategies to minimize your overall burden
WHY OUR
CLIENTS
CHOOSE US!
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Fixed-Fee Pricing: No surprise bills, so you know your cost before you pay for your services.
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Real-Time Access: Secure client portal to access your files anywhere in the world.
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Dedicated Support: Direct lines to your account manager + a team of account representatives to assist with your everyday requests.

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