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Services

Six ways we
lighten the load.

Use one service or combine them. Each is quoted as a flat fee after a free intake call, so you know exactly what you're paying for before we begin.

01

Individual & Family Tax Returns

Form 1040 with all schedules: wages, investments, retirement income, rentals, self-employment, and multi-state returns. Prior-year and amended returns too.

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02

Business Tax Returns

Partnership (1065), S corporation (1120-S), and C corporation (1120) returns, Florida corporate income tax (F-1120), and owner K-1s.

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03

Monthly Bookkeeping

Bank and card reconciliations, categorized transactions, and a monthly profit and loss statement and balance sheet in QuickBooks Online or Xero.

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04

Payroll & Florida Sales Tax

Payroll runs, quarterly 941s and Florida reemployment tax reports, year-end W-2s and 1099s, and Florida sales and use tax returns (DR-15).

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05

Year-Round Tax Planning

Mid-year and year-end projections, estimated tax calculations, entity-selection reviews, and retirement-contribution planning.

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06

IRS & State Notice Help

We read the letter, explain what it means, draft the response, and set up payment plans — with an Enrolled Agent partner for audits and appeals.

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For business owners

The year-round package.

Most of our business clients combine bookkeeping, payroll, sales tax, and their annual business and personal returns into one monthly flat fee. One team, one portal, no gaps between the people doing your books and the people filing your taxes.

Not sure which service fits?
We'll tell you honestly.

Book a free intake call