How we work

QuickBooks Online (QBO) makes it easy to collaborate with your accountant and team in real time—no more emailing files or dealing with outdated data. As your business grows, QBO scales with you, supporting payroll, inventory, and advanced reporting needs. It also connects seamlessly with hundreds of third-party apps like Stripe, Gusto, and Shopify, streamlining tasks like payments, payroll, and e-commerce. With everything in one place and accessible from anywhere, QBO helps you stay organized, make faster decisions, and work smarter. It’s the modern accounting platform built for growth and collaboration.

Contributing to a SEP IRA or 401(k) can significantly reduce your tax liability because contributions are typically tax-deductible. That means the money you put in lowers your taxable income, which can reduce the amount you owe. With a SEP IRA, you have until the tax return deadline (including extensions) to make contributions—giving you extra time to save and plan. This flexibility makes it a powerful year-end or post-year-end tax strategy. If you're eligible, these retirement plans are a smart way to keep more of your money now while saving for the future.

Filing a tax extension isn’t a red flag—it’s a strategic tool, especially for business owners managing multiple entities or complex finances. It gives you the extra time needed to file a complete and accurate return while maximizing every opportunity to reduce your tax bill.

Maximize Deductions

An extension gives you breathing room to gather all eligible write-offs—particularly important if you’re waiting on K-1s, 1099s, or other late-arriving documents. Rushing to file often means missing deductions that could save you thousands.

Avoid Costly Errors

Filing quickly increases the chance of mistakes, which can trigger audits or require time-consuming and expensive amendments. An extension allows you and your accountant to file correctly the first time.

Optimize Tax Strategy

With additional time, you can work with your CPA to explore SEP IRA or 401(k) contributions, income deferrals, or last-minute business deductions—all of which can significantly reduce your tax liability.

Preserve Cash Flow

If you owe taxes, an extension won’t delay the payment due date, but it does give you time to plan for how to fund the payment without putting stress on your business operations.

Yes, we offer complete payroll services for small businesses. We handle weekly, biweekly, or monthly payroll runs, direct deposit setup, and all required tax filings. We ensure your payroll is processed accurately and on time, and we take care of federal and state tax payments, W-2s, and 1099s. Whether you have employees or contractors, we help you stay compliant with labor and tax laws. We also advise on employee classification, benefits, and payroll-related deductions. Our goal is to take payroll off your plate so you can focus on running your business confidently and efficiently.

Absolutely. We prepare and file federal, state, and local tax returns for both businesses and their owners. Whether you’re a sole proprietor, partnership, S-corp, or LLC, we handle your year-end filings, quarterly estimates, and tax planning. We also assist with personal tax returns for business owners, ensuring your personal and business finances are coordinated for maximum tax savings. Our tax services go beyond filing—we proactively look for ways to minimize your liability and help you plan for the future. You’ll receive clear guidance, timely reminders, and peace of mind come tax season.

Our services are offered on a flat monthly pricing model based on the complexity and size of your business. We offer bundled packages for bookkeeping, payroll, and tax services, so you get everything you need in one place—without surprise billing. Pricing typically depends on factors like transaction volume, number of employees, and the level of support you need. We’re happy to provide a personalized quote after a quick discovery call. Transparency is important to us, and we’ll always explain what’s included so you can budget confidently.

Yes, even if you use QuickBooks, an accountant plays a critical role in your business. While QuickBooks is a great tool for organizing your financial data, it doesn’t replace expert advice, tax strategy, or financial oversight. We help ensure your books are accurate, compliant, and optimized for tax savings. We also handle complex tasks like reconciliations, adjusting entries, and reviewing your financials for errors. Most importantly, we serve as a strategic partner—helping you plan, budget, and make informed decisions as your business grows. Software is just the start—our expertise brings it to life.