blue ballpoint pen on paper beside calculator

Our services

WHAT WE OFFER

We provide accurate, transparent, and personalized accounting solutions to help individuals, businesses, and non-profit organizations make confident financial decisions and achieve sustainable growth.

FINANCIAL ACCOUNTING & REPORTING

Full-service accounting and bookkeeping
Payroll services and quarterly filings
Annual Budget Preparation & Financial Reporting

Providing full-service accounting and bookkeeping, payroll management with quarterly filings, and comprehensive annual budget preparation and financial reporting to support accurate, organized, and compliant financial operations.

TAX PLANNING & PREPARATION

Comprehensive tax strategies designed to minimize liabilities and ensure compliance, whether for individuals, nonprofits, or small businesses.

Business tax preparation (S-Corp, Partnership, etc.)
Strategic tax planning and entity selection advising
SECA (Self-Employment) Tax Planning

CONSULTING & ADVISORY

Tailored financial advice to strengthen your organization’s performance, from budgeting and forecasting to grant tracking and resource optimization.

Fund Accounting & Internal Control Design
Guidance on UBIT (Unrelated Business Income Tax)
Clergy Payroll & Minister’s Housing Allowance Management

NON-PROFIT & GRANT ACCOUNTING

We deliver specialized accounting for nonprofits, foster care agencies, and community organizations. Our team manages fund accounting, grant tracking, and IRS Form 990 filings to maintain compliance and transparency. We ensure accurate reporting, proper use of funds, and clear insight into your organization’s financial health.

Form 990/990-EZ/990-N preparation
Assistance with 501(c)(3) application (Form 1023)
Grant tracking and reporting

CONTACT US

Whether you need help managing your books, preparing for tax season, or finding financial clarity for your organization, our team is here to help. Get in touch today to discuss your goals and discover how our accounting expertise can make a lasting difference for your business or nonprofit.