Financial Services Built for US Businesses
Every service is delivered by a federally licensed Enrolled Agent — not a software algorithm, not an offshore team. Precise, accountable, and backed by unlimited IRS representation rights.
QuickBooks Online Clean-Ups
Accurate Books Start Here
Disorganised QuickBooks records don't just cause stress — they lead to missed deductions, inaccurate financial statements, and costly errors at tax time. A thorough clean-up restores the integrity of your books so every number you rely on is correct.
Ideal for businesses that have fallen behind on bookkeeping, inherited messy records, or are preparing for tax season and need accurate financials.
What a QBO Clean-Up Includes
- Full account reconciliation against bank and credit card statements
- Correction of miscategorised transactions and duplicate entries
- Chart of accounts review and restructuring for accuracy
- Accounts receivable and payable clean-up
- Payroll entry review and correction
- Delivery of clean, reconciled financial statements
What Monthly Bookkeeping Includes
- Monthly bank and credit card reconciliation
- Transaction categorisation and coding
- Monthly Profit & Loss and Balance Sheet reports
- Accounts receivable and payable tracking
- Year-end financial package ready for tax preparation
- Ongoing access to your EA for questions and guidance
Monthly Virtual Bookkeeping
Stay Current. Stay Confident.
Consistent, accurate bookkeeping is the foundation of every sound financial decision. Our monthly virtual bookkeeping service keeps your accounts current, your reports reliable, and your tax season predictable — so you can focus on running your business.
Ideal for small business owners who want accurate monthly financials without the overhead of an in-house bookkeeper.
US Business Tax Preparation
Filed Accurately. Filed on Time.
Business tax returns are complex. An error or missed deduction can cost you thousands — or trigger an IRS notice. Every return we prepare is reviewed and filed by a federally licensed Enrolled Agent with unlimited representation rights before the IRS.
Form 1120-S
S-Corporations
Annual income tax return for S-Corporations. Includes Schedule K-1 preparation for each shareholder, ensuring accurate pass-through income reporting.
Form 1065
Partnerships & Multi-Member LLCs
Annual return of partnership income. Includes Schedule K-1 for each partner and proper allocation of income, deductions, and credits.
Schedule C
Sole Proprietors & Single-Member LLCs
Profit or loss from business, filed with the individual Form 1040. Maximises allowable deductions while ensuring full compliance.
What Tax Preparation Includes
- Thorough review of your financial records and prior-year returns
- Identification of all allowable deductions and credits
- Accurate preparation and e-filing of your business return
- Schedule K-1 preparation for all partners or shareholders
- Year-round availability for IRS notices and correspondence
- Full IRS representation rights — we stand between you and the IRS
Ideal for S-Corporations, partnerships, and sole proprietors who need accurate, professionally prepared returns filed by a credentialed EA.
Enrolled Agent Authority
As a federally licensed EA, we have unlimited representation rights before the IRS — including audits, collections, and appeals. Your return is prepared and backed by someone who can stand in your corner if the IRS ever comes calling.
Not Sure Which Service You Need?
Book a free 15-minute consultation. We'll review your situation and recommend exactly what your business needs — no upsell, no pressure.