Your Small-Business Solution
Accounting expertise and proactive guidance to help you make the most of your business
Our Services
ACCOUNTING & BOOKKEEPING
We handle your books so you can focus on running your business. With our timely financial reports, you’ll always know where things stand.
STRATEGY & SUPPORT
Get strategic with our Business Owners Package: It’s like having a part-time chief financial officer dedicated to helping you grow.
PAYROLL MANAGEMENT
From direct deposit to W-2s, we take away your payroll headaches—and give you and your employees convenient electronic access.
BUSINESS OWNERS TAX RETURNS
Your business impacts your personal taxes, too. We eliminate surprises and ensure your returns are aligned to minimize your tax liability.
Ready to find out more?
Solution Center
What challenges do you face?
I wonder if I’m getting everything right with my company’s books.
Your time should be spent managing your business instead of spending hours fighting with the numbers. We’ll give you those hours back. Learn more.
I feel like I don’t really understand the financial side of my business.
Our Business Owners Package gives you the complete picture—so you know exactly where your business is today, and where it’s going tomorrow. How it works.
I’m always frustrated with payroll. I need a better way.
With our convenient cloud-based portal, all you need to do is enter your employees’ hours. We’ll take it from there—and take away your worries. Learn more.
From Our Blog
The Deadline to Sign Up for Monthly Child Tax Credit Payments Is November 15
Most families are already signed up! If you’ve filed tax returns for 2019 or 2020, or if you signed up with the Non-Filer tool last year to receive a stimulus check from the Internal Revenue Service, you will get the monthly Child Tax Credit automatically. You do not need to sign up or take any…
The IRS Non-filer Tool Is Now Closed
The tool is closed and it will not be available for other payments including the second Economic Impact Payment or the Recovery Rebate Credit. Economic Impact Payments were an advance payment of the Recovery Rebate Credit. You may be eligible to claim the credit by filing a 2020 1040 or 1040-SR for free using the IRS Free File…
Getting Married: What Newlyweds Need to Know Regarding Taxes
Taxes might be the last thing on your mind on your wedding day, but tying the knot can have a big impact on your tax situation. Here are some of the most important things you should know. Marriage tax penalty or marriage bonus? Maybe you’ve heard of the so-called marriage tax penalty: a quirk in the…
Tax and Personal Finance Tips for New Parents
Expanding your family? Whether you’re in the planning stages or your bundle of joy has already arrived, raising a child is one of life’s greatest joys — and biggest expenses. And we’re not just talking about the costs of college. From diapers to daycare, from braces to bicycles, parents are often shocked by the constant…
Will Your Planned Retirement Income Be Enough after Taxes?
Article Highlights: States With No Income Tax Social Security Benefits Roth IRA Retirement Account Traditional IRA Retirement Account Spousal IRA Back-Door Roth IRA Saver’s Credit Employer Pensions Employee Funded Retirement Plans Health Savings Accounts Brokerage Accounts Municipal Bonds Investments Home Equity & Gain Exclusion Reverse Mortgage Whole Life Insurance Cash Value That is an…
Forms W-2 and 1099-NEC: Deadlines, Extensions, and Penalties
Businesses that hire employees and non-employee contract workers must give them end-of-year tax information, with W-2 forms going to employees and 1099-NEC forms to non-employees. This information also must be filed with the appropriate federal agencies. This article gives you information on the deadlines for these forms, what to do if you need an extension,…