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

What Types of Deductions Qualify for Itemized Bunching?

Bunching can work with any expense that you can itemize, but you need to be able to control when you incur these expenses. That typically leads people to bunch expenses in three key areas: Property taxes. If your municipality allows it, wait until January to pay the previous year’s property tax bill. Then, pay the current year in December. Because you…

Maximizing Tax Benefits by “Bunching” Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) became law in December 2017. Most of the law’s changes were implemented in 2018 and are scheduled to sunset after 2025. Under the TCJA, the standard deduction nearly doubled in size. Now, for 2022 taxes, single filers may claim a $12,950 standard deduction, while married couples filing jointly…

Claiming Child When Divorced (Tax Planning)

Who gets to claim dependents when you’re divorced? Claiming a dependent child can provide or increase certain breaks, including child or dependent tax credits, the Earned Income Credit, and a more favorable filing status. However, being divorced or legally separated can make it difficult to determine who can claim dependents. What is the difference between custodial and noncustodial…

You May Need to File Estimated Tax Payments

Article Highlights: Employees Self-Employed Individuals Quarterly Payments Underpayment Penalty Safe Harbor Payments Estimated tax payments are not just for the self-employed. They are for anyone whose withholding and tax credits are significantly less than their projected tax liability, and if used properly, can protect a taxpayer from underpayment penalties. Employees who will have income, Social…

Another Rough Tax Season for IRS and Taxpayers?

Article Highlights: Rough tax season ahead? Avoiding processing delays IRS processing time Don’t procrastinate IRS customer service problems This could be another rough tax season for the IRS and taxpayers. Although this year’s filing season opens January 24, 2022 (i.e., it is the first day the IRS will accept and start processing 2021 returns), the…

You May Need to File Estimated Tax Payments

Article Highlights: Employees Self-Employed Individuals Quarterly Payments Underpayment Penalty Safe Harbor Payments Estimated tax payments are not just for the self-employed. They are for anyone whose withholding and tax credits are significantly less than their projected tax liability, and if used properly, can protect a taxpayer from underpayment penalties. Employees who will have income, Social…