Everything behind your business, handled.

Company formation

Your entity shapes your liability, your taxes, and your ability to raise money. We help you weigh an LLC, a C-Corp, or an S-Corp against your goals, including whether QSBS could matter for you, and then get the company set up.

Includes: entity selection guidance · formation filings · EIN and initial registrations · S-Corp election review

Bylaws & operating agreements (drafting assistance)

Your governing documents set the rules for ownership, decisions, and what happens when things change. We help you draft bylaws, operating agreements, and initial company records as part of your setup, so the company starts on a clean footing.

Bookkeeping

Accurate record-keeping, expense tracking, and monthly financial reporting. Clean books mean faster filings, fewer surprises, and numbers you can take to a bank or an investor.

Includes: monthly reconciliations · categorized transactions · monthly financial statements · year-end close

Payroll

We handle employee payments, payroll tax calculations, and filings, so your team is paid on time and your filings are in order.

Includes: payroll runs · payroll tax filings · year-end W-2s and 1099s · new-hire setup

Business taxes

Planning and preparation for federal and state business returns, with guidance all year, not just at filing time. That includes startup issues like R&D expensing and the R&D credit.

Includes: business returns (1120, 1120-S, 1065) · quarterly estimates · tax planning · R&D credit review

IRS & state tax notices

Got a letter from the IRS or a state tax agency? Don't ignore it, and don't face it alone. We review the notice, explain it in plain English, and help you respond.

• Notice review and response help is part of your engagement.
• IRS and state notice representation is billed as a separate engagement.