Our Services

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Bookkeeping Services

Need monthly bookkeeping? Start for just $99/month — and that includes access to a tax advisor. Or, if you’re behind, we offer full-year cleanup for only $650 for sole proprietors with no payroll. We’ll not only provide accurate reports like profit and loss and balance sheets — we’ll help you understand them, spot trends, and stay in control of your business.

Team businesspeople or an accountant team are analyzing data charts, graphs, and a dashboard on a laptop screen in order to prepare a statistical report and discuss financial data in an office.

Mentorship and Staff Training

Need to train your in-house team or improve your accounting processes? We'll work directly with your staff to optimize workflows. We are here to teach best practices, and boost efficiency across the board. Think of us as your behind-the-scenes coach. We will equip your team with the tools and confidence they need for a smooth workflow.

Intuit headquarters in Mountain View, California, USA

QuickBooks Setup & Support

If QuickBooks feels anything but intuitive, we've got you. As Certified QuickBooks ProAdvisors, we help you set up your system properly from day one. Or we could also fine-tune it if you're already up and running. With us, you'll learn how to use it efficiently, track what matters most, and get accurate at financial management.

IRS Representation Services

IRS Representation Services

Get peace of mind with our full-service IRS representation. We help you resolve tax issues, including back taxes, payment plans, Offer in Compromise (OIC), full IRS representation, and audit support. We also handle state and government notices with precision and care.

Employer Equity Compensation Services

Employer Equity Compensation Services

Navigate the complexities of employer equity compensation with confidence. We specialize in RSUs, ISOs, NSOs, ESPPs, double-trigger RSUs, and other stock-based compensation. Our expert guidance ensures tax efficiency and compliance.

International Taxation Services

International Taxation Services

Navigate the complexities of international taxation with confidence. Our services include Form 1116 for foreign tax credits, understanding tax treaties, cross-border taxation (including Canadian taxation), and maximizing the Foreign Earned Income Exclusion.

Estate and Trust Tax Services

Estate and Trust Tax Services

Ensure proper tax compliance and planning for estates and trusts. We offer comprehensive support for estate tax returns, trust tax filings, and inheritance tax planning. Our expertise helps you protect wealth and minimize tax burdens for beneficiaries.

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Tax Planning & Strategies

We meet with clients in the last quarter to project next year’s income and create a tax-saving plan. Timing strategies before year-end can save thousands.

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Just Starting Out? We Can Help.

We help new business owners choose the right structure (LLC, S Corp, C Corp, or nonprofit), handle business tax formation, and maximize deductions while staying compliant.