Services
Comprehensive Support Services to Grow Your Business & Simplify Your Life

Core Financial Management
Business Setup & Compliance


Personal & Future Planning
Convenience Services

Core Bookkeeping & Accounting Services
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Full-charge bookkeeping (monthly/quarterly/year-end)
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Accounts payable & receivable management
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Bank & credit card reconciliations
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General ledger maintenance
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Financial statement preparation
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Budgeting & forecasting
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Trial balance review
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QuickBooks/Xero/Zoho setup & training
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Chart of accounts creation & maintenance
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Catch-up & clean-up bookkeeping
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1099/1096 filings

Tax Services
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Federal & state tax return preparation (personal/business)
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IRS correspondence & audit assistance
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Tax planning and strategy
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Sales & use tax filings
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Estimated tax payments
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Amended returns
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ITIN application assistance
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Nonprofit 990 filings

Payroll Services
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Payroll processing (weekly, bi-weekly, monthly)
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Employee onboarding paperwork (W-4s, I-9s)
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Direct deposit setup
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Tax form preparation (W-2, W-3, 941, 940)
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Payroll audits & compliance review
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Contractor payments & 1099 filings

Business Formation & Management
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LLC/S-Corp/C-Corp/DBA formation
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EIN/Tax ID acquisition
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Business license & permit filing
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Corporate compliance tracking
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Operating agreements/bylaws
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Registered agent service setup
