Services we provide
tax services
We provide professional individual and business tax preparation services designed to make tax season simple and stress-free. From preparing and filing your tax returns to helping identify available deductions and credits, we work to ensure your taxes are accurate and completed on time. Whether you’re an individual, self-employed, or a business owner, we’re here to help you navigate tax season with confidence.
payroll services
From new-hire paperwork and onboarding assistance to processing payroll checks and direct deposits— whether weekly, bi-weekly, monthly or Semi-monthly —we provide comprehensive Live and After-the-Fact payroll services designed to make managing your business easier.
We handle quarterly and year-end reporting and payments, including W-2s and 1099s, even if you are not currently a Live or ATF payroll client. We can also assist with payroll tax setup and help ensure your payroll taxes are calculated and paid.
Our team is here to help keep your payroll running smoothly and efficiently. We also provide assistance with workers’ compensation audits, helping you navigate the process with greater confidence.
accounting services
We provide reliable accounting services for businesses using both Desktop and Online QuickBooks. Our services include bookkeeping, account reconciliation, financial record organization, and ongoing QuickBooks support. We also assist with sales tax tracking, preparation, and filing to help ensure your business stays accurate and compliant with tax requirements.
Notary services
We provide general notary services to the public with simple, transparent pricing. We do not charge additional administrative fees and current individual-tax return clients receive notary services at no charge. Click the link below to see our notary fees.
Note: We do not provide services for vehicle-related notary.
Who we work with
We work with a wide range of individuals, families, and businesses, providing personalized tax and accounting services to meet their unique needs.
Our clients include:
Individuals and families
Self-employed professionals (Entrepreneurs, contractors, freelancers)
Retirees
Rental property owners
Corporations, partnerships, and other business entities
Our ideal clients are:
Proactive — They want to stay ahead of their tax responsibilities.
Organized — They make an effort to provide accurate and complete information.
Communicative — They ask questions and keep us informed about changes in their financial situation.
Trusting — They value professional advice and are open to recommendations.
Reliable — They respect deadlines and understand the importance of timely tax preparation.
Relationship-focused — They’re looking for more than just someone to prepare their taxes; they want a trusted partner they can return to year after year.
If this sounds like you, we’d love to work with you!
Need a free consultation?
F.A.Q.
Frequently Asked Questions
No appointment is necessary to drop off your tax documents. Simply provide your contact information along with all of your tax documents, and our team will contact you if we need any additional information or have questions. We make the process simple and convenient!
You can drop off your items during our normal business hours, or read below to learn more about our Client Portal and/or secure drop box for after-hours.
Click here to review a list of required documents to bring with you.
We offer free consultations to discuss your accounting, payroll, and tax needs. Depending on the services you require, we will provide a clear quote for any additional services. Our goal is to provide helpful guidance and transparent pricing from the start.
If you are meeting with us for tax preparation services, please click here for a list of documents to bring with you. If you are meeting with us for other services or a consultation, you only need to bring yourself. The initial consultation is preliminary, and we will let you know if any additional information or documents are needed.
Simply provide your tax documents in person or through our client portal. We’ll prepare and review your return, contact you with any questions, and schedule a pick-up when it’s ready. After you review and sign the required forms, we’ll electronically file your federal and state returns. Click here for a detailed, step-by-step overview of our tax preparation process.
If you received a letter or notice from the IRS, our tax professionals will need to review it in order to assist you. Please drop it off at our office, mail, or email a copy directly to your assigned tax professional. We will review the notice and help you determine the appropriate next steps.