Our Services
We offer tailored accounting and advisory services designed for the unique needs of small businesses. As a boutique firm, our size allows us to provide personalized, responsive, and high-quality support.
We specialize in industries like construction, real estate, and short-term rentals, bringing sector-specific insight that helps clients grow and stay compliant.
Committed to long-term relationships, we deliver practical solutions that support your financial goals. While the services listed below are core offerings, we’re always open to discussing your specific needs—just reach out.
Tax Services
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Our team ensures accurate and timely preparation of your year-end tax filings, minimizing stress and helping you meet all compliance requirements with confidence.
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With years of experience working with federal and state tax authorities, we provide skilled representation to protect your interests during audits, disputes, or inquiries. Our team ensures you are properly and confidently represented every step of the way.
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Proactive tax planning is key to reducing liabilities and maximizing savings. By integrating tax strategy into your overall financial planning, we help you stay ahead of regulatory changes and make informed decisions that benefit your long-term goals.
Accounting & Bookkeeping
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Accurate, well-organized financial records are key to smooth daily operations and long-term business success. Our experienced team is here to support you with all your day-to-day bookkeeping needs.
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If you have an in-house bookkeeper you trust, we’ll provide training to align them with our standards. They’ll also have direct access to a dedicated member of our bookkeeping team for ongoing support and questions.
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Get your business up and running with QuickBooks Online—fast and hassle-free. Whether you're brand new to QuickBooks or looking to make the switch from Desktop to Online, we’ve got you covered. Our team will handle the full setup or conversion process, ensuring your financial data is transferred accurately and efficiently. Let us simplify your accounting so you can focus on growing your business.
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Our firm takes the stress out of year-end reporting by handling all your 1099 filing needs. From preparing and filing forms with the IRS to delivering recipient copies, we ensure full compliance and accuracy. Whether you have a handful of contractors or a large vendor network, we streamline the process so you can focus on running your business while avoiding costly penalties.
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Asset protection is the strategic process of legally safeguarding a person’s or business’s wealth from potential risks such as lawsuits, creditors, or financial liabilities. It involves structuring ownership of assets—through tools like trusts, LLCs, insurance, and proper estate planning—so that those assets are harder to reach by claimants in the event of legal or financial trouble.
Asset protection is highly beneficial because it:Separates personal and business assets, reducing personal liability for business debts or lawsuits.
Preserves wealth by preventing unnecessary loss in litigation or bankruptcy.
Improves financial stability and creditworthiness, since assets are organized and shielded.
Supports long-term planning, ensuring the continuity and security of both business and personal estates.
In short, asset protection provides peace of mind and helps maintain control regardless of unexpected legal or financial challenges.
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We offer assistance with workers’ compensation audits and can support you through other audits you may face, helping ensure a smooth and stress-free process.
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Cost segregation studies can significantly accelerate your depreciation deductions and improve cash flow. Our specialists analyze your property to identify assets that qualify for shorter depreciation schedules, helping you maximize tax savings and reinvest in your business sooner. Whether you own new construction, renovations, or existing real estate, we provide detailed reports that withstand IRS scrutiny and deliver measurable financial benefits.
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We’ll set up your payroll and help you stay compliant with payroll laws, ensuring your team gets paid accurately and on time.
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Staying ahead of quarterly tax deadlines is essential for avoiding penalties and maintaining financial stability. Our team helps you calculate and plan your estimated tax payments accurately, ensuring compliance with federal, state, and local requirements. We monitor your income trends throughout the year to adjust your payments as needed, keeping your cash flow optimized and your tax obligations stress-free.