Small Business Services

 Smart tax planning is essential for business growth and protection. We help business owners make informed, strategic decisions throughout the year and not just at tax time. 

• Schedule C tax planning and compliance
• Entity selection and structure optimization
• Tax strategy for LLCs, partnerships, and S-Corps
• S-Corp elections and conversion planning
• Estimated tax planning and safe harbor guidance
• IRS representation and issue resolution
   

The right legal structure can minimize taxes, manage risk, and prepare you for future growth. We assist with evaluating and updating your entity structure based on your evolving needs.

• Formation guidance and compliance for LLCs and corporations
• Support with S-Corp elections and IRS filings
• State registration and operating agreement coordination
• Entity conversions and tax impact analysis

We go beyond “bookkeeping” to help you understand your numbers and keep your financials in sync with your goals.

• Transaction classification and monthly reconciliation
• Financial statement preparation (P&L, balance sheet, cash flow)
• Expense tracking and trend analysis
• Periodic financial reviews and insights
• Clean-up services for prior periods and transition support
• QuickBooks setup
   

While payroll is handled by trusted partners, we stay involved to ensure alignment with your overall tax and compliance picture.

• Coordination with vetted payroll providers
• Oversight of wage reporting and payroll tax filings
• Support for reasonable compensation strategies (S-Corps)
• Guidance on payroll structure for tax efficiency and compliance
   

Big-picture advice with day-to-day practicality. We help small business owners make confident decisions at every stage of growth.

• Strategic planning and goal alignment
• Cash flow management and forecasting
• Profit improvement strategies
• Support with pricing models, contractor vs. employee decisions
• Advisory for audits, financing, and business transitions