SERVICES
Tax, Bookkeeping & Advisory Services
Three services, one relationship — your books, your return, and your next move all handled by the same firm.
Tax
Business & individual tax preparation, year-round tax planning, IRS notice support, and prior-year return review.
Tax Preparation
Business and individual returns, prepared accurately and filed on time.
Tax Planning
Year-round strategy to reduce surprises and plan ahead for what you owe.
IRS Notice Support
Help understanding and responding to IRS correspondence.
Bookkeeping
Monthly bookkeeping & reconciliation, payroll processing, and QuickBooks setup & cleanup.
Monthly Bookkeeping
Accurate books and account reconciliation, every month.
Payroll
Reliable payroll processing so your team gets paid on time.
QuickBooks Setup & Cleanup
Get your QuickBooks file set up right or cleaned up from a backlog.
Advisory
Business formation & entity setup, cash flow & budgeting guidance, and a trusted advisor in your corner year-round.
Business Formation
Guidance on entity setup so you start on solid footing.
Cash Flow & Budgeting
Practical guidance to keep your finances organized and on track.
Ongoing Advisory
A trusted advisor in your corner year-round, not just at tax time.
Not Sure Which You Need?
Schedule a consultation and Crystal will help you figure out the right fit.