02Services
What we can do for you.
Seven services, each scheduled as a full hour. If you are not sure which one you need, start with the rapid consultation — the first fifteen minutes are free.
Seven services
1-on-1 Rapid ConsultationOne question or a whole situation. A short, focused conversation to work out exactly where you stand.
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Tax Preparation & PlanningFiling what is due, and positioning for the year ahead using the deductions and credits available to you.
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Business Entity SelectionSole proprietor, LLC, S-corp or partnership — the structure that fits how you actually operate.
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Financial StatementsStatements prepared to a standard lenders, investors and agencies will accept.
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Financial AnalysisA clear read of the numbers you already have. What they show, and what to do next.
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Sales Tax ServicesRegistration, filing and ongoing compliance for businesses collecting sales tax.
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Audits, Reviews & CompilationsThree levels of assurance, three costs, three purposes. We help you pick the right one.
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In the room

Book an hour and you get the hour. Bring the documents you have; if you are not sure what to bring, say so when you book and we will tell you.