Our Full Services List

Accurate federal and state tax returns for individuals, maximizing deductions and ensuring full compliance.

Comprehensive tax filing for LLCs, sole proprietors, S-corps, and partnerships.

Year-round tax planning to minimize your liability and keep more money in your pocket.

Professional help responding to IRS notices, audits, and correspondence.

Stay on top of your tax obligations year-round with quarterly reviews — we assess estimated tax payments, flag potential issues early, and keep your finances on track every 90 days.

Meticulous monthly record-keeping so your books are always accurate and audit-ready.

One-on-one QuickBooks Online training tailored to your business workflow.

Hands-on QuickBooks Desktop training for businesses preferring offline software.

Profit & loss statements, balance sheets, and cash flow reports prepared professionally.

Dedicated follow-up on outstanding claims to recover revenue for small medical providers.

Accurate and timely submission of medical claims to maximize reimbursement and minimize denials.

Expert handling of personal injury demand letters and revenue retention for healthcare providers.

Skilled workers' compensation claim management to ensure providers receive full and timely compensation.

Certified notary public services at our office for all your document signing needs.

We come to you — home, hospital, office, or any location convenient for you.

Secure, legally compliant remote online notarizations via video conference. By appointment only.

Expert guidance on grant readiness, 990 filings, and nonprofit financial reporting.

Help with LLC, corporation, and nonprofit formation documentation and filings.

Prepare your nonprofit's financials and documentation to qualify for grant funding.

Personalized grant vetting tailored to each individual organization — we research and evaluate grant opportunities that align with your mission, eligibility, and funding goals.

Professional grant writing services to help your nonprofit secure funding — from crafting compelling narratives to completing application requirements.

We research the forms, filings, and requirements needed for your nonprofit to legally operate in additional states, so you can expand your mission with confidence.

Guidance on establishing or navigating fiscal sponsorship arrangements, helping emerging nonprofits access funding before obtaining their own 501(c)(3) status.