Our goal is to assist small businesses and entrepreneurs through the entire tax cycle. Beginning with bookkeeping, following through to the tax planning, and ending with tax preparation. Each of those components are critical to ensuring business owners and investors retain as much money as possible in the business, and pay the least possible to the tax man. The government provides tax incentives for taking certain actions; therefore, by doing what the government wants, you pay little taxes, and it is Patriotic! Everyone is happy! 

Tax Planning

While Tax Preparation is obligatory (by the IRS/ States), Tax Planning is not. It’s no wonder why tax planning is the single item that can provide the greatest impact. After 12/31/YE, tax saving options are EXTREMELY limited. The vast majority of tax strategies must be implemented prior to year-end. 
We analyze past and current-year performance, determine together with the business owner current-year potential adjustments, and provide a tax-liability estimate. 
The second, and more crucial step, is providing the business owner with a list of potential tax saving strategies that can be implemented throughout the year. 
Tax planning can take place quarterly, semi-annually, or even monthly. We recommend doing one at least at the 6-month mark, and then again after Q3, and finally after November 30th (for fiscal year clients). The increased frequency towards the end of the year provide opportunity for adjustments given unforeseen changes, and assist with strategy implementation where necessary.

Tax Preparation

We have over 10 years of experience preparing tax returns for sole proprietors, single-member LLC’s, Partnerships (MMLLC’s), and corporations (both S and C type). We don’t just “plug in” the numbers, we look with a critical eye to ensure we are helping you get the most deductions and highest return you are legally able to receive. We don’t do just business tax returns, but we also take care of the business owners, as well as those who are salaried employees.

Outsourced CFO

All of the services: Tax Bookkeeping, Advisory, are provided by either our staff or yours. If your staff will be performing the bulk of the heavy lifting, we train, monitor, and adjust as necessary your processes to ensure all your business needs are met. 


Our talented staff can keep track of your books and provide monthly financial statements to provide you, the business owner, accurate insights into business performance and enable you to make the right decisions about the company.


We offer a full-service payroll option for those who would like.

Download Section 179 Deductions Memo