A tax team that shows up more than once a year.
Owners don't lose money in April — they lose it in the eleven months nobody was watching. We handle the returns, the books, the payroll, and the decisions in between.
What we handle
Business tax returns
Forms 1120-S, 1065, 1120, and Schedule C prepared with the owner's personal return in the same view, so nothing gets double-counted or missed.
Entity formation & elections
LLC, S-Corp, and corporation setup with the tax election modelled before it's filed.
Bookkeeping clean-up
Messy or abandoned books rebuilt into a clean trial balance you can actually file and borrow against.
Payroll & owner compensation
Reasonable-compensation analysis, payroll setup, and quarterly filings that keep an S-Corp defensible.
Quarterly estimates & planning
Projections four times a year so April is a confirmation, not a surprise.
Business credit & development
Structuring, documentation, and lender-ready financials for owners building business credit.
Wherever you are right now
- Just starting
- Entity choice, EIN, bank setup, and the compliance calendar for year one.
- Growing
- S-Corp election analysis, payroll, quarterly estimates, and clean monthly books.
- Established
- Multi-entity structure, retirement plan design, and exit or succession planning.
Know what to bring.
Gig income, Schedule C expenses, vehicle miles, payroll, equipment purchases — answer the questions and we will list the records your return needs.
Tell us about your year.
Answer yes or no. Every yes adds the exact forms that situation produces.
Were you paid as a contractor, freelancer, or consultant?
Did you drive rideshare, deliver, or sell through an app or online platform?
Uber, Lyft, DoorDash, Instacart, Amazon Flex, Etsy, eBay, Poshmark, OnlyFans, Shopify.
Did you receive cash, Zelle, Cash App, or Venmo for your work?
Did you have business expenses?
Did you use a vehicle for the business?
Do you work from a dedicated space in your home?
Did you buy equipment, a vehicle, or other assets for the business?
Do you have employees or run payroll?
Is the business an LLC, S corporation, partnership, or corporation?
Did you make estimated tax payments during the year?
0 of 10 answered. Nothing is stored or sent anywhere.
What to bring.
Answer the questions on the left, then build your checklist. Your documents appear here, grouped and explained.