Our Services

Bookkeeping Services

Person holding a clipboard labeled 'Bookkeeping Services' at a desk with financial charts, notebooks, and sticky notes.

Monthly Bookkeeping

Monthly Bookkeeping
Starting at $99/month
Get tax-ready books with organized transactions, categorized expenses, and simple monthly reports.

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Catch-Up and Clean-Up

Catch-Up & Clean-Up
Behind on your books? We’ve got you covered.
We help you clean up months (or years) of transactions so you can get back in control fast.

A blank 2018 IRS Form 1099-MISC with red outlining and text, used for reporting miscellaneous income. The form includes sections for payer and recipient information, income details, and tax withholding. It displays the year 2018 prominently.

1099 Tracking and Filing

🧾 1099 Tracking & Filing
Stay compliant — without the stress.
We track contractor payments and file 1099s on time to help you avoid penalties.

Tax Preparation and Filing

U.S. individual income tax return form with a black pen on top of it, a W-2 wage and tax statement partially visible, a calculator, and a wooden desk surface.

Individual Tax Returns

Form 1040 & Related Schedules
Starting at $150/month
1040 with Schedule C – From $250

We prepare both federal and state tax returns for employees, retirees, freelancers, and self-employed individuals.
Our service includes W-2s, 1099s, deductions, credits, dependents, and other relevant schedules based on your filing needs.

A hand resting on a laptop keyboard next to a business tax return form titled "BUSINESS TAX RETURN" on a wooden desk with other tax documents underneath.

Business Tax Returns

LLCs, S-Corps, C-Corps & Sole Proprietors

1120 C-Corporation – From $350
1120 S-Corporation – From $450
1065 Partnership – From $450

Whether you’re filing Form 1120, 1120S, 1065, or Schedule C, we ensure your business stays compliant while helping you maximize deductions.
Includes depreciation schedules, estimated tax planning, and a year-end financial review.

A sales tax return form and a state filings form on a wooden desk, with part of a black keyboard visible in the background.

Sales Tax and State Filings

Multi-State, Local & Franchise Compliance
Stay ahead of your deadlines with accurate sales tax filings and franchise returns.
We also handle annual state reports and registrations as needed.

Insurance Services

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Commercial Insurance

Protect your business from unexpected losses and liabilities.

Includes coverage options such as:

  • General Liability

  • Workers’ Compensation

  • Commercial Property

  • Business Owner’s Policy (BOP)

  • Commercial Auto

  • Professional Liability (E&O)

  • Cyber Liability

We’ll help you customize the right protection based on your industry, operations, and risk exposure.

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Personal Insurance

Coverage for the things that matter most in your personal life.

Includes protection for:

  • Homeowners & Renters Insurance

  • Auto Insurance

  • Personal Umbrella Policies

  • Travel Insurance

  • Identity Theft Protection

We’ll help you find the right coverage to safeguard your home, vehicle, and personal peace of mind.

A family of three holding hands and standing in the shallow water at the beach, facing the ocean under a partly cloudy sky.

Life and Health Insurance

Plan for the future and protect your loved ones.

Includes coverage options such as:

  • Term & Whole Life Insurance

  • Health Insurance

  • Disability Insurance

  • Medicare Supplements

  • Long-Term Care

  • Final Expense

We’ll help you choose the right policies to support your family’s health, security, and peace of mind.

Ready to Talk?