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Services

Tax Services

Return Types Offered

  • Individual (Federal/State)

  • Business

    • S Corp

    • Partnerships

    • Sole Proprietor

    • C Corp

  • Non-Profit

Key Services Available

  • Tax return preparation/e-filing​

  • Estimated quarterly payments

  • Periodic check-ups

  • Tax planning/strategies 

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Bookkeeping Services

Bookkeeping Offered

  • Business Bookkeeping

  • Church/Non-Profit Bookkeeping

Key Services Available

  • Categorize all transactions

  • Monthly account reconciliation

  • Monthly financial reports

  • Financial statement walkthroughs

  • Chart of Accounts optimization

  • QBO-3rd party app integration

  • QBO File diagnostics/QBO Cleanup

  • Cash flow projections

  • Custom KPI/metrics development

Additional Church Services

  • Custom Chart of Accounts to meet your church's specific fund tracking needs

  • Donor contribution statements

  • Internal controls support

Don't see the service you're looking for?

Send us a message, we may be able to serve you.

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Additional Services

  • Church/Ministry payroll advisory: provide assistance with clergy payroll compliance, establishing compliant clergy compensation packages, housing allowance, accountable reimbursement plans, and more. 

  • Pro Tax phone support: 30 minute paid phone call to address your tax questions.

  • Microsoft Excel projects: custom Excel projects to streamline your process, empower your decision making, and drive your mission.

  • Custom KPI/metrics development: custom reporting based on your business' financial reports. Turn your business' numbers into meaningful insights.

Don't see the service you're looking for?

Send us a message, we may be able to serve you.

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