Our Services
Let'S get you tothe right place We have a wealth of services to assist you either way.
Onboarding
This service is available for both personal and business tax needs. The onboarding call is designed for new (and existing) clients who are ready to have their taxes prepared by us but may still have questions about their situation or the overall filing process.
During the call, we’ll collect some basic details, walk you through how everything works, and answer any questions you have. After the call, we’ll send you a link so you can get started right away.
INDIVIDUAL
INDIVIDUAL TAX SERVICES
We provide complete tax planning and preparation services to help you stay aligned with your financial goals, including tax preparation, non-resident returns, retirement and education planning, and strategic tax planning.
Existing clients can securely access their tax documents through the Client Portal. New clients are invited to start with a brief inquiry call so we can understand your needs and guide you through our process.
- (678) 576-7475
- Or schedule your New Client Inquiry using the button below.
INDIVIDUAL
Paycheck Checkup
It’s important to regularly review your tax withholding, especially after major tax law changes such as the Tax Cuts and Jobs Act, which may have impacted the size of your refund.
Even if you completed a Paycheck Checkup last year, it’s still a good idea to review it again. Life changes and tax updates can easily affect your current withholding.
A Paycheck Checkup helps ensure the correct amount of tax is being withheld from your paycheck.
Withholding too little may result in an unexpected tax bill or penalties at the end of the year, while withholding too much could reduce your take-home pay unnecessarily.
- (678) 576-7475
- Or schedule your New Client Inquiry using the button below.
BUSINESS Services
Business Tax Services
Count on our smart and innovative and proactive ideas to help you minimize your tax liability.
BUSINESS Services
Bookkeeping & Tax Package (S-Corporation)
A complete package designed to keep your business finances and tax filings organized and compliant.
- Catch-up bookkeeping
- S-Corporation tax return
- Personal tax return
BUSINESS Services
S-Corporation Package
Already elected S-Corp but not fully compliant? We can help bring everything back on track.
- S-Corporation tax election setup
- Reasonable compensation analysis (audit-ready)
- Payroll setup
BUSINESS Services
Quarterly Business Review
A scheduled quarterly meeting for business owners to review financial performance, evaluate business structure, and calculate estimated tax payments for federal and state authorities.
- Federal Tax ID (EIN)
- State business formation
- Special tax elections
- Operating agreement
- BOIR reporting
- New business owner guidance
- Any additional business-specific requirements
BUSINESS Services
Payroll Setup
We register your business with all required tax authorities for payroll compliance and set up your payroll system to run smoothly and automatically using your preferred payroll provider, such as QuickBooks.
BUSINESS Services
Consultation – Business Services
A brief consultation for business owners to discuss setup, quarterly estimated taxes, payroll, tax planning, tax negotiation, and any other business-related questions.
BUSINESS Services
New Business Start-Up Package
A complete setup package for launching your new business with all essential registrations and foundational documents.
BUSINESS Services
QuickBooks Online Training
New to QuickBooks, dealing with messy books, or just want peace of mind that everything is accurate?
As a Certified QuickBooks ProAdvisor, we review your file, identify issues, and clean up your bookkeeping as needed for a flat fee based on the work required.
BUSINESS Services
Tax Planning & Strategy Session
A dedicated session to help business owners understand and manage their tax liability, especially during high-profit years.
We focus on strategic tax planning to help you identify opportunities to reduce your tax burden and make informed financial decisions for your business.