Your Books. Your Taxes. Your Complete Financial Picture.

 Glenn and Sue love to travel — but managing their finances was anything but relaxing. They arrived with a laundry basket full of statements (plus coupon clippings, grocery ads, and uncashed checks). We sorted everything, organized their income and expenses, set up bill reminders, and got their records in shape. Their financial advisor and tax preparer now have clean, reliable data to work with every year. That's the goal. 

 Joe left his job and launched his own service business. His first call to us came when a client requested his W9 — and he didn't want to hand over his personal information. We walked him through setting up an LLC, obtaining his EIN, and getting his business license. Today we manage his quarterly accounting and file his taxes — with every transaction coded so he captures every deduction he's entitled to. 

 Maxine couldn't understand why her taxes were so high when she was barely making a profit. The answer was entity structure. We identified that converting her LLC to an S-Corp would significantly reduce her self-employment tax. We set up her owner salary, established an accountable plan for her home office, and structured her retirement contributions for maximum deductibility. Her tax bill dropped meaningfully — not because she earned less, but because her structure finally made sense. 

 John and Lisa's business was growing — and so was their tax bill. During our intake conversation, we learned their 13-year-old helped out over the summer. That one detail opened a door they didn't know existed. We guided them through adding their teenager to payroll with full compliance documentation. The result: $10,000 in additional legitimate deductions that first year. This is what happens when your bookkeeper is also thinking about your taxes. 

Pam wanted to assist her husband Ron with their business by taking charge of the invoicing and bill paying. She attempted to use QuickBooks online for these accounting tasks, but since she didn't fully grasp the program or accounting principles, she reached out to us for support. Within an hour, she received tailored QuickBooks training specific to her business needs, her chart of accounts was properly set up, and she learned how to effectively use the program. She truly enjoys her bookkeeping responsibilities, so we are on retainer to address any questions she may have, as well as to provide tax preparation services and a year-end review before the books are sent to their tax preparer.

An established contractor arrived with an IRS audit notice and a lot of anxiety. We got to work — pulling bank statements, loan records, purchase documents, and reconciliations into a clean, organized package. What we found during the process surprised even him: he'd been under-claiming deductions for years. The audit didn't cost him money. It got him a refund of just over $20,000. He's been a weekly client ever since.