Our Expertise
Our Expertise
Our Expertise
Our Services
Our Services
Our Services
Solutions We Provide
Tax Preparation
Why It Matters:
Accurate preparation protects your refund, reduces audit risk, and ensures every eligible credit is captured. We handle individual, partnership, S-Corp, C-Corp, trust/estate, and nonprofit returns, plus multi-state filings. Our checklist-driven process, document requests via SmartVault, and two-step review help eliminate mistakes and surprises. With clear pricing and on-time filing, you stay compliant and confident.
What’s Included:
SmartVault Document Intake
Multi-State & E-File
Credit & Deduction Review
Two-Step Accuracy Check
Extensions & Status Tracking
Tax Preparation
Why It Matters:
Accurate preparation protects your refund, reduces audit risk, and ensures every eligible credit is captured. We handle individual, partnership, S-Corp, C-Corp, trust/estate, and nonprofit returns, plus multi-state filings. Our checklist-driven process, document requests via SmartVault, and two-step review help eliminate mistakes and surprises. With clear pricing and on-time filing, you stay compliant and confident.
What’s Included:
SmartVault Document Intake
Multi-State & E-File
Credit & Deduction Review
Two-Step Accuracy Check
Extensions & Status Tracking
Tax Preparation
Why It Matters:
Accurate preparation protects your refund, reduces audit risk, and ensures every eligible credit is captured. We handle individual, partnership, S-Corp, C-Corp, trust/estate, and nonprofit returns, plus multi-state filings. Our checklist-driven process, document requests via SmartVault, and two-step review help eliminate mistakes and surprises. With clear pricing and on-time filing, you stay compliant and confident.
What’s Included:
SmartVault Document Intake
Multi-State & E-File
Credit & Deduction Review
Two-Step Accuracy Check
Extensions & Status Tracking
Bookkeeping and Payroll
Why It Matters:
Better books mean better decisions—and smoother tax seasons. We categorize, reconcile, and close monthly; manage payroll cycles, filings, and year-end forms; and prepare banker-ready financials. Accurate records reduce penalties, prevent rework, and give you real numbers to run the business. With secure uploads in SmartVault and periodic reviews, you always know where your finances stand.
What’s Included:
Monthly Bank Reconciliations
Categorization & Clean-Up
Payroll Runs & Filings
Sales Tax & 1099s
Monthly Financial Statements
Bookkeeping and Payroll
Why It Matters:
Better books mean better decisions—and smoother tax seasons. We categorize, reconcile, and close monthly; manage payroll cycles, filings, and year-end forms; and prepare banker-ready financials. Accurate records reduce penalties, prevent rework, and give you real numbers to run the business. With secure uploads in SmartVault and periodic reviews, you always know where your finances stand.
What’s Included:
Monthly Bank Reconciliations
Categorization & Clean-Up
Payroll Runs & Filings
Sales Tax & 1099s
Monthly Financial Statements
Bookkeeping and Payroll
Why It Matters:
Better books mean better decisions—and smoother tax seasons. We categorize, reconcile, and close monthly; manage payroll cycles, filings, and year-end forms; and prepare banker-ready financials. Accurate records reduce penalties, prevent rework, and give you real numbers to run the business. With secure uploads in SmartVault and periodic reviews, you always know where your finances stand.
What’s Included:
Monthly Bank Reconciliations
Categorization & Clean-Up
Payroll Runs & Filings
Sales Tax & 1099s
Monthly Financial Statements
Tax Planning
Why It Matters:
Tax is not a once-a-year event. Proactive planning aligns entity choice, owner pay, deductions, credits, retirement, and timing so you keep more of what you earn. Quarterly check-ins help adjust estimates, forecast liabilities, and prepare for life or business changes. The result: fewer shocks in April, stronger cash flow, and a clear roadmap for growth.
What’s Included:
Quarterly Estimate Reviews
Entity Selection Guidance
Income & Timing Strategies
Deduction & Credit Mapping
Retirement & Cash-Flow Planning
Tax Planning
Why It Matters:
Tax is not a once-a-year event. Proactive planning aligns entity choice, owner pay, deductions, credits, retirement, and timing so you keep more of what you earn. Quarterly check-ins help adjust estimates, forecast liabilities, and prepare for life or business changes. The result: fewer shocks in April, stronger cash flow, and a clear roadmap for growth.
What’s Included:
Quarterly Estimate Reviews
Entity Selection Guidance
Income & Timing Strategies
Deduction & Credit Mapping
Retirement & Cash-Flow Planning
Tax Planning
Why It Matters:
Tax is not a once-a-year event. Proactive planning aligns entity choice, owner pay, deductions, credits, retirement, and timing so you keep more of what you earn. Quarterly check-ins help adjust estimates, forecast liabilities, and prepare for life or business changes. The result: fewer shocks in April, stronger cash flow, and a clear roadmap for growth.
What’s Included:
Quarterly Estimate Reviews
Entity Selection Guidance
Income & Timing Strategies
Deduction & Credit Mapping
Retirement & Cash-Flow Planning
IRS Notice Resolution
Why It Matters:
When the IRS or state writes, time matters. We review the notice, gather documents, respond precisely, and represent you in front of the authorities so you don’t have to. From simple letters to audit defense, payment plans, penalty abatement, and back-tax cleanup, our goal is fast, accurate resolution and peace of mind.
What’s Included:
Notice Review & Strategy
Correspondence & Submissions
Audit & Exam Representation
Penalty Relief Requests
Payment Plans or OIC
IRS Notice Resolution
Why It Matters:
When the IRS or state writes, time matters. We review the notice, gather documents, respond precisely, and represent you in front of the authorities so you don’t have to. From simple letters to audit defense, payment plans, penalty abatement, and back-tax cleanup, our goal is fast, accurate resolution and peace of mind.
What’s Included:
Notice Review & Strategy
Correspondence & Submissions
Audit & Exam Representation
Penalty Relief Requests
Payment Plans or OIC
IRS Notice Resolution
Why It Matters:
When the IRS or state writes, time matters. We review the notice, gather documents, respond precisely, and represent you in front of the authorities so you don’t have to. From simple letters to audit defense, payment plans, penalty abatement, and back-tax cleanup, our goal is fast, accurate resolution and peace of mind.
What’s Included:
Notice Review & Strategy
Correspondence & Submissions
Audit & Exam Representation
Penalty Relief Requests
Payment Plans or OIC
Our Works
Our Works
Our Works
Our Success Stories
Discover how we’ve helped businesses and organizations achieve remarkable results.
Tax Preparation
Trust & Estate
Filed a final 1041 and delivered K-1s on time.
We organized the records, confirmed basis step-ups, and filed a clean return so every beneficiary received accurate K-1s early.
Bookkeeping & Payroll
Nonprofit
Cleaned five years of books and restored audit readiness.
We rebuilt ledgers, reconciled grants, and documented controls so the organization filed on time and kept funding moving.
Tax Planning
Retail Shop
Helped a Chicago retailer lower taxes and smooth cash flow
We aligned payroll and draws, fixed inventory accounting, and set quarterly reviews—reducing surprises at year-end.
We Work With
Trusted By
We Work With
Trusted By
We Work With
Trusted By
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.