Services

Tax Preparation Services

  • Personal tax filing (Federal & State)

  • Business tax returns (LLC, Sole Proprietor, 1099)

  • Virtual and mobile tax appointments

  • Secure document upload + e-Filing

  • Prior-year tax review and corrections

Business Formation & Filing Support

  • EIN setup

  • LLC formation assistance

  • Business registration guidance

  • Financial documentation support

  • Compliance guidance for new entrepreneurs

Bookkeeping & Financial Support

  • Monthly or quarterly bookkeeping

  • Record organization

  • Expense tracking setup

  • Financial preparation for tax season

  • Small business document assistance

Notary Services

  • Mobile notary appointments

  • Document signing help

  • Verification and certification

Add-On Services

  • Amendment filing

  • Tax planning consultations

  • New business startup financial packages