STRATEGIC TAX & FINANCIAL GUIDANCE YOU CAN RELY ON
Services
Strategic Tax Preparation
Accounting & Bookkeeping Services
Accounting & Bookkeeping Services
We provide accurate, thorough tax preparation for individuals and businesses, with a strong emphasis on planning, compliance, and long-term financial impact. Our process goes beyond filing forms; we take the time to understand income sources, deductions, credits, and reporting requirements to ensure each return is prepared correctly and defensibly.
Clients benefit from proactive guidance, year-round availability, and careful attention to changing tax laws that may affect current and future filings.
Accounting & Bookkeeping Services
Accounting & Bookkeeping Services
Accounting & Bookkeeping Services
Our accounting services are designed to support informed decision-making, financial clarity, and regulatory compliance. We maintain organized, accurate financial records that reflect the true performance of your business and support tax planning, cash flow management, and growth.
Services include transaction recording, reconciliations, financial reporting, and ongoing support tailored to your business structure and industry requirements.
Full-Service Payroll Support
Accounting & Bookkeeping Services
Full-Service Payroll Support
We manage payroll processing with accuracy, timeliness, and compliance at the forefront. Our payroll services include direct deposit, payroll tax filings, W-2 and 1099 processing, and quarterly and annual reporting.
By handling payroll in-house, we help business owners reduce errors, avoid penalties, and ensure employees are paid correctly and on time while maintaining proper documentation.
Professional Notary Services
Virtual CFO & Financial Advisory Services
Full-Service Payroll Support
We provide reliable notary services for individuals, families, and businesses, including documents related to legal matters, financial transactions, and marriage licenses. Our office serves as a trusted and accessible option for residents and those traveling through the area.
Appointments are handled professionally and efficiently, with attention to accuracy, identification requirements, and proper recordkeeping.
Virtual CFO & Financial Advisory Services
Virtual CFO & Financial Advisory Services
Virtual CFO & Financial Advisory Services
Our Virtual CFO services provide business owners with high-level financial guidance without the cost of a full-time executive. We assist with cash flow analysis, financial forecasting, budgeting, and strategic planning to support informed decisions and long-term stability.
This service is ideal for established and growing businesses that require deeper financial insight, reporting clarity, and strategic support beyond basic bookkeeping.
Business Advisory & Coaching Services
Virtual CFO & Financial Advisory Services
Virtual CFO & Financial Advisory Services
We work with business owners who want structured guidance, accountability, and clarity as they refine operations or prepare for growth. Our advisory services focus on financial literacy, planning, compliance awareness, and strategic direction, not motivational coaching.
This service complements our accounting and CFO work by helping clients align financial decisions with business goals.
Industry-Focused Tax & Advisory Services
Agriculture & Poultry Operations
Trucking & Transportation Services
Trucking & Transportation Services
We provide specialized tax, accounting, and advisory services for agricultural and poultry operations that require careful planning, accurate reporting, and an understanding of industry-specific income structures. Our experience includes working with poultry growers, livestock operations, and farm-based businesses with complex settlement reporting and capital investments.
Services include:
- Farm and poultry income tax preparation
- Depreciation and equipment tracking
- Settlement statement review and reporting
- Guidance on qualified farm income deductions
- Assistance with agriculture-specific grants and subsidies
- Succession and long-term planning support
Trucking & Transportation Services
Trucking & Transportation Services
Trucking & Transportation Services
We provide accounting, tax, and compliance support tailored to the unique operational and regulatory demands of trucking and transportation businesses. Our services are designed to support owner-operators and fleet-based operations with accurate reporting, cash flow visibility, and ongoing compliance.
Services include:
- Heavy Vehicle Use Tax (Form 2290)
- IFTA fuel tax reporting
- Per diem and mileage tracking
- Owner-operator bookkeeping and compliance support
- Assistance with trucking authority setup and DOT compliance
- Expense tracking systems designed for trucking businesses
Daycare Services
Nonprofit Accounting & Compliance Services
Nonprofit Accounting & Compliance Services
We support daycare providers with financial and tax services that reflect the unique structure, licensing requirements, and reporting considerations of childcare operations. Our approach emphasizes compliance, accurate recordkeeping, and planning for sustainability.
Services include:
- Tuition payment tracking
- Home office deductions for home-based daycares
- Payroll and grant-related accounting
- Compliance support for daycare-specific tax credits
- Guidance on business formation and licensing requirements
Nonprofit Accounting & Compliance Services
Nonprofit Accounting & Compliance Services
Nonprofit Accounting & Compliance Services
We assist nonprofit organizations with financial reporting, compliance, and planning to support transparency and responsible stewardship. Our services are designed for organizations that require accurate records and ongoing guidance to meet IRS and donor requirements.
Services include:
- 501(c)(3) application assistance
- IRS Form 990 preparation
- Grant tracking and donor compliance
- Financial planning and budgeting
- Training on maintaining proper records for IRS compliance